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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
Q3 		$1.76M Hold
37,745
– – 0.56% 37
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

CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $453M AUM 9.9% 1-Year Est. Return
PGFG
Pine Grove Financial Group Woodbury, Minnesota $1.03B AUM 11.27% 1-Year Est. Return
FWMP
Foundation Wealth Management (Pennsylvania) Media, Pennsylvania $300M AUM 11.26% 1-Year Est. Return

Cambridge Financial Group (Arizona)'s DFSU Position: Q3 2026 in Review

Cambridge Financial Group (Arizona) held its Dimensional US Sustainability Core 1 ETF (DFSU) position steady in Q3 2026 at 37,745 shares worth $1.76M. The position accounts for 0.56% of the portfolio, ranked #37.

Cambridge Financial Group (Arizona) first reported a position in DFSU in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold DFSU as of Q3 2026.

  • Cambridge Financial Group (Arizona) held 37,745 shares of Dimensional US Sustainability Core 1 ETF worth $1.76M as of Q3 2026.
  • Cambridge Financial Group (Arizona) left its Dimensional US Sustainability Core 1 ETF share count unchanged in Q3 2026.
  • Dimensional US Sustainability Core 1 ETF made up 0.56% of Cambridge Financial Group (Arizona)'s portfolio in Q3 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 12 quarters since.
  • 31 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2026.

Based on Cambridge Financial Group (Arizona)'s 13F filing for Q3 2026, filed 6 Oct 2026.