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

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Cardinal Point Capital Management's DFSE Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.39% in Q2 2026, selling an estimated $3.73K and leaving 19,898 shares worth $973K. The position accounts for 0.06% of the portfolio, ranked #128.

Cardinal Point Capital Management first reported a position in DFSE in Q2 2024 and has held it in 9 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Cardinal Point Capital Management held 19,898 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $973K as of Q2 2026.
  • Cardinal Point Capital Management sold 78 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $3.73K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.06% of Cardinal Point Capital Management's portfolio in Q2 2026, its #128 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 9 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.