CFGA
DFSU

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

Cambridge Financial Group (Arizona)’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.76M Buy
37,745
+2,789
+8% +$126K 0.55% 37
2026
Q1 		$1.44M Buy
34,956
+3,858
+12% +$167K 0.49% 40
2025
Q4 		$1.19M Sell
31,098
-1,168
-4% -$50.1K 0.41% 50
2025
Q3 		$1.37M Sell
32,266
-1,526
-5% -$62.4K 0.44% 48
2025
Q2 		$1.33M Sell
33,792
-3,626
-10% -$132K 0.5% 44
2025
Q1 		$1.34M Buy
37,418
+5,256
+16% +$200K 0.57% 40
2024
Q4 		$1.22M Sell
32,162
-4,707
-13% -$180K 0.52% 41
2024
Q3 		$1.37M Buy
36,869
+3,602
+11% +$129K 0.57% 42
2024
Q2 		$1.16M Buy
33,267
+813
+3% +$27.6K 0.53% 43
2024
Q1 		$1.12M Buy
32,454
+7,722
+31% +$251K 0.53% 44
2023
Q4 		$770K Buy
+24,732
New +$712K 0.4% 53

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Cambridge Financial Group (Arizona) increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 8% in Q2 2026, buying an estimated $126K and bringing the position to 37,745 shares worth $1.76M. The position accounts for 0.55% of the portfolio, ranked #37.

Cambridge Financial Group (Arizona) first reported a position in DFSU in Q4 2023 and has held it in 11 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Cambridge Financial Group (Arizona) held 37,745 shares of Dimensional US Sustainability Core 1 ETF worth $1.76M as of Q2 2026.
  • Cambridge Financial Group (Arizona) bought 2,789 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $126K.
  • Dimensional US Sustainability Core 1 ETF made up 0.55% of Cambridge Financial Group (Arizona)'s portfolio in Q2 2026, its #37 holding.
  • Cambridge Financial Group (Arizona) first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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