Cardinal Point Capital Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Cardinal Point Capital Management’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	$4.19M	Buy	92,770 +19,509	+27%	+$902K	0.23%	62
2026 Q2	$3.3M	Buy	73,261 +9	+0%	+$405	0.19%	67
2026 Q1	$3.11M	Sell	73,252 -1,543	-2%	-$68.4K	0.19%	68
2025 Q4	$3.2M	Buy	74,795 +2,349	+3%	+$97.8K	0.21%	67
2025 Q3	$2.95M	Buy	72,446 +3,311	+5%	+$133K	0.21%	66
2025 Q2	$2.72M	Sell	69,135 -815	-1%	-$30.3K	0.22%	63
2025 Q1	$2.44M	Buy	69,950 +1,360	+2%	+$47.2K	0.22%	62
2024 Q4	$2.25M	Buy	68,590 +1,940	+3%	+$66K	0.36%	24
2024 Q3	$2.38M	Buy	66,650 +2,900	+5%	+$99.2K	0.4%	20
2024 Q2	$2.1M	Buy	63,750 +53,860	+545%	+$1.79M	0.37%	22
2024 Q1	$333K	Buy	+9,890	New	+$320K	0.06%	57

Other funds holding DFSI

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

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

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

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

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Cardinal Point Capital Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 27% in Q3 2026, buying an estimated $902K and bringing the position to 92,770 shares worth $4.19M. The position accounts for 0.23% of the portfolio, ranked #62.

Cardinal Point Capital Management first reported a position in DFSI in Q1 2024 and has held it in 11 quarters since. 77 funds tracked by Wall St. Rank hold DFSI as of Q3 2026.

Cardinal Point Capital Management held 92,770 shares of Dimensional International Sustainability Core 1 ETF worth $4.19M as of Q3 2026.
Cardinal Point Capital Management bought 19,509 Dimensional International Sustainability Core 1 ETF shares in Q3 2026, an estimated $902K.
Dimensional International Sustainability Core 1 ETF made up 0.23% of Cardinal Point Capital Management's portfolio in Q3 2026, its #62 holding.
Cardinal Point Capital Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 11 quarters since.
77 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2026.

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