CG
DFSI

Caprock Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Caprock Group’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 		– Sell
-10,341
Closed -$438K – 1261
2026
Q1 		$438K Sell
10,341
-527
-5% -$23.3K 0.01% 789
2025
Q4 		$466K Sell
10,868
-567
-5% -$23.6K 0.01% 853
2025
Q3 		$461K Buy
+11,435
New +$458K 0.01% 829
2025
Q1 		$225K Hold
6,435
– – 0.01% 971
2024
Q4 		$211K Hold
6,435
– – 0.01% 921
2024
Q3 		$230K Buy
+6,435
New +$220K 0.01% 808

Other funds holding DFSI

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
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Caprock Group's DFSI Position: Q2 2026 in Review

Caprock Group sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q2 2026, closing a stake of 10,341 shares — an estimated $438K sold.

Caprock Group first reported a position in DFSI in Q3 2024 and held it in 6 quarters. The position peaked at $466K in Q4 2025. 238 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Caprock Group reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Caprock Group sold 10,341 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $438K.
  • Caprock Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and held it in 6 quarters.
  • Caprock Group's Dimensional International Sustainability Core 1 ETF position peaked at $466K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.