CFGA
DFSE

Cambridge Financial Group (Arizona)’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Cambridge Financial Group (Arizona)’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.41M Buy
28,925
+3,215
+13% +$154K 0.45% 44
2026
Q1 		$1.09M Sell
25,710
-8,120
-24% -$357K 0.37% 53
2025
Q4 		$1.19M Buy
33,830
+1,648
+5% +$68.1K 0.41% 48
2025
Q3 		$1.32M Buy
32,182
+8,652
+37% +$342K 0.43% 52
2025
Q2 		$896K Sell
23,530
-9,864
-30% -$346K 0.34% 54
2025
Q1 		$1.13M Buy
33,394
+935
+3% +$31.7K 0.48% 46
2024
Q4 		$1.08M Buy
32,459
+2,187
+7% +$75.3K 0.46% 46
2024
Q3 		$1.07M Buy
30,272
+487
+2% +$16.5K 0.45% 48
2024
Q2 		$997K Buy
29,785
+1,113
+4% +$36.7K 0.46% 50
2024
Q1 		$923K Buy
28,672
+15,461
+117% +$483K 0.44% 50
2023
Q4 		$418K Buy
+13,211
New +$395K 0.22% 73

Other funds holding DFSE

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
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return