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
Q2 		$1.68M Buy
37,289
+6,639
+22% +$298K 0.16% 100
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
FF
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Cahill Financial Advisors's DFSI Position: Q2 2026 in Review

Cahill Financial Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 22% in Q2 2026, buying an estimated $298K and bringing the position to 37,289 shares worth $1.68M. The position accounts for 0.16% of the portfolio, ranked #100.

Cahill Financial Advisors first reported a position in DFSI in Q3 2023 and has held it in 12 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Cahill Financial Advisors held 37,289 shares of Dimensional International Sustainability Core 1 ETF worth $1.68M as of Q2 2026.
  • Cahill Financial Advisors bought 6,639 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $298K.
  • Dimensional International Sustainability Core 1 ETF made up 0.16% of Cahill Financial Advisors's portfolio in Q2 2026, its #100 holding.
  • Cahill Financial Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.