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
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 $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

Caprock Group's DFSI Position: Q1 2026 in Review

Caprock Group reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 4.8% in Q1 2026, selling an estimated $23.3K and leaving 10,341 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #789.

Caprock Group first reported a position in DFSI in Q3 2024 and has held it in 6 quarters since. The position peaked at $466K in Q4 2025. 227 funds tracked by Wall St. Rank hold DFSI as of Q1 2026.

  • Caprock Group held 10,341 shares of Dimensional International Sustainability Core 1 ETF worth $438K as of Q1 2026.
  • Caprock Group sold 527 Dimensional International Sustainability Core 1 ETF shares in Q1 2026, an estimated $23.3K.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of Caprock Group's portfolio in Q1 2026, its #789 holding.
  • Caprock Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q3 2024 and has held it in 6 quarters since.
  • Caprock Group's Dimensional International Sustainability Core 1 ETF position peaked at $466K in Q4 2025.
  • 227 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.