CFGA
DFSI

Cambridge Financial Group (Arizona)’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Cambridge Financial Group (Arizona)’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 		$2.4M Buy
53,237
+6,554
+14% +$295K 0.76% 29
2026
Q1 		$1.98M Sell
46,683
-9
-0% -$399 0.67% 32
2025
Q4 		$1.69M Sell
46,692
-9,733
-17% -$405K 0.59% 35
2025
Q3 		$2.31M Buy
56,425
+28
+0% +$1.12K 0.74% 32
2025
Q2 		$2.22M Buy
56,397
+8,726
+18% +$324K 0.83% 29
2025
Q1 		$1.67M Buy
47,671
+4,389
+10% +$152K 0.71% 31
2024
Q4 		$1.42M Buy
43,282
+2,129
+5% +$72.5K 0.61% 39
2024
Q3 		$1.47M Buy
41,153
+1,613
+4% +$55.2K 0.61% 40
2024
Q2 		$1.3M Sell
39,540
-2,744
-6% -$91.4K 0.6% 39
2024
Q1 		$1.42M Buy
42,284
+24,472
+137% +$791K 0.68% 36
2023
Q4 		$571K Buy
+17,812
New +$525K 0.3% 64

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
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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

Cambridge Financial Group (Arizona)'s DFSI Position: Q2 2026 in Review

Cambridge Financial Group (Arizona) increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 14% in Q2 2026, buying an estimated $295K and bringing the position to 53,237 shares worth $2.4M. The position accounts for 0.76% of the portfolio, ranked #29.

Cambridge Financial Group (Arizona) first reported a position in DFSI in Q4 2023 and has held it in 11 quarters since. 81 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 53,237 shares of Dimensional International Sustainability Core 1 ETF worth $2.4M as of Q2 2026.
  • Cambridge Financial Group (Arizona) bought 6,554 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $295K.
  • Dimensional International Sustainability Core 1 ETF made up 0.76% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #29 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 81 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q2 2026, filed 14 Jul 2026.