CPCM
DFSI

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
Q2 		$3.3M Buy
73,261
+9
+0% +$405 0.19% 67
2026
Q1 		$3.11M Sell
73,252
-1,543
-2% -$68.3K 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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return

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

Cardinal Point Capital Management increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.01% in Q2 2026, buying an estimated $405 and bringing the position to 73,261 shares worth $3.3M. The position accounts for 0.19% of the portfolio, ranked #67.

Cardinal Point Capital Management first reported a position in DFSI in Q1 2024 and has held it in 10 quarters since. 54 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Cardinal Point Capital Management held 73,261 shares of Dimensional International Sustainability Core 1 ETF worth $3.3M as of Q2 2026.
  • Cardinal Point Capital Management bought 9 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $405.
  • Dimensional International Sustainability Core 1 ETF made up 0.19% of Cardinal Point Capital Management's portfolio in Q2 2026, its #67 holding.
  • Cardinal Point Capital Management first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 54 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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