CPCM
DFSE

Cardinal Point Capital Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Cardinal Point Capital Management’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$973K Sell
19,898
-78
-0.4% -$3.73K 0.06% 128
2026
Q1 		$846K Sell
19,976
-190
-0.9% -$8.35K 0.05% 132
2025
Q4 		$836K Buy
20,166
+191
+1% +$7.9K 0.05% 124
2025
Q3 		$819K Buy
19,975
+475
+2% +$18.8K 0.06% 124
2025
Q2 		$742K Sell
19,500
-3,505
-15% -$123K 0.06% 116
2025
Q1 		$775K Sell
23,005
-2,075
-8% -$70.3K 0.07% 92
2024
Q4 		$831K Buy
25,080
+160
+0.6% +$5.51K 0.13% 39
2024
Q3 		$883K Sell
24,920
-2,660
-10% -$89.9K 0.15% 34
2024
Q2 		$923K Buy
+27,580
New +$910K 0.16% 34

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FOA
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EFP
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AC
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AIC
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NCM
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Wealth Enhancement Advisory Services
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KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return
LAMC
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