CPA
DFSI

Cardiff Park Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Cardiff Park 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 		$306K Buy
7,221
+126
+2% +$5.58K 0.02% 229
2025
Q4 		$304K Buy
7,095
+2,600
+58% +$108K 0.03% 218
2025
Q3 		$184K Buy
4,495
+16
+0.4% +$641 0.01% 292
2025
Q2 		$176K Buy
4,479
+58
+1% +$2.15K 0.02% 265
2025
Q1 		$154K Buy
4,421
+11
+0.2% +$382 0.01% 270
2024
Q4 		$145K Buy
4,410
+27
+0.6% +$919 0.01% 267
2024
Q3 		$157K Buy
4,383
+13
+0.3% +$445 0.01% 265
2024
Q2 		$144K Buy
4,370
+57
+1% +$1.9K 0.01% 255
2024
Q1 		$145K Buy
4,313
+315
+8% +$10.2K 0.01% 273
2023
Q4 		$128K Buy
3,998
+19
+0.5% +$560 0.01% 254
2023
Q3 		$114K Buy
3,979
+23
+0.6% +$693 0.01% 239
2023
Q2 		$120K Buy
3,956
+39
+1% +$1.19K 0.01% 249
2023
Q1 		$118K Buy
3,917
+269
+7% +$7.94K 0.02% 246
2022
Q4 		$101K Buy
+3,648
New +$100K 0.01% 255

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 $538M 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