Cambridge Investment Research Advisors
DFSI

Cambridge Investment Research Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$286K Buy
6,741
+867
+15% +$38.4K ﹤0.01% 3329
2025
Q4 		$252K Buy
+5,874
New +$245K ﹤0.01% 3370
2025
Q3 		– Sell
-10,728
Closed -$423K – 3742
2025
Q2 		$423K Buy
+10,728
New +$399K ﹤0.01% 2691

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Cambridge Investment Research Advisors's DFSI Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 15% in Q1 2026, buying an estimated $38.4K and bringing the position to 6,741 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #3329.

Cambridge Investment Research Advisors first reported a position in DFSI in Q2 2025 and has held it in 3 quarters since. The position peaked at $423K in Q2 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Cambridge Investment Research Advisors held 6,741 shares of Dimensional International Sustainability Core 1 ETF worth $286K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 867 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $38.4K.
  • Dimensional International Sustainability Core 1 ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #3329 holding.
  • Cambridge Investment Research Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and has held it in 3 quarters since.
  • Cambridge Investment Research Advisors's Dimensional International Sustainability Core 1 ETF position peaked at $423K in Q2 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.