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

QFA
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return