Strategic Investment Solutions’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Strategic Investment Solutions’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 Q2	$6.94K	Buy	154 +52	+51%	+$2.34K	﹤0.01%	474
2026 Q1	$4.33K	Hold	102	–	–	﹤0.01%	500
2025 Q4	$4.36K	Buy	102 +1	+1%	+$42	﹤0.01%	488
2025 Q3	$4.15K	Sell	101 -2	-2%	-$80	﹤0.01%	468
2025 Q2	$3.98K	Buy	103 +1	+1%	+$37	﹤0.01%	454
2025 Q1	$3.54K	Buy	102 +1	+1%	+$35	﹤0.01%	479
2024 Q4	$3.33K	Hold	101	–	–	﹤0.01%	498
2024 Q3	$3.6K	Buy	101 +1	+1%	+$34	﹤0.01%	463
2024 Q2	$3.42K	Buy	+100	New	+$3.33K	﹤0.01%	460

Other funds holding DFSI

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

NCM

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Strategic Investment Solutions's DFSI Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 51% in Q2 2026, buying an estimated $2.34K and bringing the position to 154 shares worth $6.94K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Strategic Investment Solutions first reported a position in DFSI in Q2 2024 and has held it in 9 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Strategic Investment Solutions held 154 shares of Dimensional International Sustainability Core 1 ETF worth $6.94K as of Q2 2026.
Strategic Investment Solutions bought 52 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.34K.
Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #474 holding.
Strategic Investment Solutions first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.