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 Q3	$1.06M	Buy	21,919 +2,021	+10%	+$97K	0.06%	121
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

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Cardinal Point Capital Management's DFSE Position: Q3 2026 in Review

Cardinal Point Capital Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 10% in Q3 2026, buying an estimated $97K and bringing the position to 21,919 shares worth $1.06M. The position accounts for 0.06% of the portfolio, ranked #121.

Cardinal Point Capital Management first reported a position in DFSE in Q2 2024 and has held it in 10 quarters since. 127 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Cardinal Point Capital Management held 21,919 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.06M as of Q3 2026.
Cardinal Point Capital Management bought 2,021 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $97K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.06% of Cardinal Point Capital Management's portfolio in Q3 2026, its #121 holding.
Cardinal Point Capital Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and has held it in 10 quarters since.
127 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Cardinal Point Capital Management's 13F filing for Q3 2026, filed 21 Oct 2026.