CFA
DFSI

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

Cahill Financial Advisors’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 		$1.3M Sell
30,650
-186
-0.6% -$8.24K 0.14% 110
2025
Q4 		$1.32M Sell
30,836
-980
-3% -$40.8K 0.14% 103
2025
Q3 		$1.3M Buy
31,816
+771
+2% +$30.9K 0.15% 102
2025
Q2 		$1.22M Buy
31,045
+386
+1% +$14.3K 0.15% 100
2025
Q1 		$1.07M Buy
30,659
+6,457
+27% +$224K 0.15% 109
2024
Q4 		$795K Sell
24,202
-1,150
-5% -$39.1K 0.11% 133
2024
Q3 		$906K Buy
25,352
+51
+0.2% +$1.74K 0.12% 119
2024
Q2 		$833K Buy
25,301
+297
+1% +$9.89K 0.11% 134
2024
Q1 		$842K Buy
25,004
+9,137
+58% +$295K 0.11% 134
2023
Q4 		$508K Buy
15,867
+6,266
+65% +$185K 0.08% 161
2023
Q3 		$276K Buy
+9,601
New +$289K 0.05% 205

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

Cahill Financial Advisors's DFSI Position: Q1 2026 in Review

Cahill Financial Advisors reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.6% in Q1 2026, selling an estimated $8.24K and leaving 30,650 shares worth $1.3M. The position accounts for 0.14% of the portfolio, ranked #110.

Cahill Financial Advisors first reported a position in DFSI in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.32M in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Cahill Financial Advisors held 30,650 shares of Dimensional International Sustainability Core 1 ETF worth $1.3M as of Q1 2026.
  • Cahill Financial Advisors sold 186 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $8.24K.
  • Dimensional International Sustainability Core 1 ETF made up 0.14% of Cahill Financial Advisors's portfolio in Q1 2026, its #110 holding.
  • Cahill Financial Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 11 quarters since.
  • Cahill Financial Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $1.32M in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Cahill Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.