Cardiff Park Advisors
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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
Q3 		$350K Buy
7,752
+182
+2% +$8.42K 0.02% 221
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% +$2.16K 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 $96.6B AUM 22.52% 1-Year Est. Return
AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Francis Financial
Francis Financial $642M AUM 10.36% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Cardiff Park Advisors's DFSI Position: Q3 2026 in Review

Cardiff Park Advisors increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 2.4% in Q3 2026, buying an estimated $8.42K and bringing the position to 7,752 shares worth $350K. The position accounts for 0.02% of the portfolio, ranked #221.

Cardiff Park Advisors first reported a position in DFSI in Q4 2022 and has held it in 16 quarters since. 210 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

  • Cardiff Park Advisors held 7,752 shares of Dimensional International Sustainability Core 1 ETF worth $350K as of Q3 2026.
  • Cardiff Park Advisors bought 182 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $8.42K.
  • Dimensional International Sustainability Core 1 ETF made up 0.02% of Cardiff Park Advisors's portfolio in Q3 2026, its #221 holding.
  • Cardiff Park Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 16 quarters since.
  • 210 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

Based on Cardiff Park Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.