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 Q2	$341K	Buy	7,570 +349	+5%	+$15.7K	0.03%	206
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 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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Cardiff Park Advisors's DFSI Position: Q2 2026 in Review

Cardiff Park Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 4.8% in Q2 2026, buying an estimated $15.7K and bringing the position to 7,570 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #206.

Cardiff Park Advisors first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 236 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

Cardiff Park Advisors held 7,570 shares of Dimensional International Sustainability Core 1 ETF worth $341K as of Q2 2026.
Cardiff Park Advisors bought 349 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $15.7K.
Dimensional International Sustainability Core 1 ETF made up 0.03% of Cardiff Park Advisors's portfolio in Q2 2026, its #206 holding.
Cardiff Park Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
236 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.