Stifel Financial
DFSI

Stifel Financial’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Stifel Financial’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$266K Buy
6,285
+354
+6% +$15.7K ﹤0.01% 3264
2025
Q4 		$254K Buy
5,931
+209
+4% +$8.7K ﹤0.01% 3251
2025
Q3 		$234K Buy
+5,722
New +$229K ﹤0.01% 3258

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Stifel Financial's DFSI Position: Q1 2026 in Review

Stifel Financial increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 6% in Q1 2026, buying an estimated $15.7K and bringing the position to 6,285 shares worth $266K. The position accounts for ﹤0.01% of the portfolio, ranked #3264.

Stifel Financial first reported a position in DFSI in Q3 2025 and has held it in 3 quarters since. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Stifel Financial held 6,285 shares of Dimensional International Sustainability Core 1 ETF worth $266K as of Q1 2026.
  • Stifel Financial bought 354 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $15.7K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #3264 holding.
  • Stifel Financial first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2025 and has held it in 3 quarters since.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.