XY Planning Network’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

XY Planning Network’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	$1.43M	Buy	31,798 +18,397	+137%	+$827K	0.18%	111
2026 Q1	$579K	Buy	13,401 +22	+0.2%	+$975	0.09%	176
2025 Q4	$573K	Buy	13,379 +7,334	+121%	+$305K	0.1%	160
2025 Q3	$238K	Hold	6,045	–	–	0.08%	158
2025 Q2	$238K	Buy	+6,045	New	+$225K	0.08%	158

Other funds holding DFSI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

QFA

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

Francis Financial $610M AUM 16.1% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

FOA

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

XY Planning Network's DFSI Position: Q2 2026 in Review

XY Planning Network increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 137% in Q2 2026, buying an estimated $827K and bringing the position to 31,798 shares worth $1.43M. The position accounts for 0.18% of the portfolio, ranked #111.

XY Planning Network first reported a position in DFSI in Q2 2025 and has held it in 5 quarters since. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

XY Planning Network held 31,798 shares of Dimensional International Sustainability Core 1 ETF worth $1.43M as of Q2 2026.
XY Planning Network bought 18,397 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $827K.
Dimensional International Sustainability Core 1 ETF made up 0.18% of XY Planning Network's portfolio in Q2 2026, its #111 holding.
XY Planning Network first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.