CPCM
DFSU

Cardinal Point Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Cardinal Point Capital Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.51M Sell
182,564
-250
-0.1% -$11.3K 0.48% 52
2026
Q1 		$7.51M Sell
182,814
-7,479
-4% -$323K 0.46% 55
2025
Q4 		$8.26M Buy
190,293
+1,420
+0.8% +$61K 0.54% 47
2025
Q3 		$7.94M Buy
188,873
+5,118
+3% +$209K 0.56% 46
2025
Q2 		$7.21M Sell
183,755
-175
-0.1% -$6.38K 0.57% 46
2025
Q1 		$6.59M Buy
183,930
+6,800
+4% +$258K 0.61% 44
2024
Q4 		$6.71M Buy
177,130
+6,320
+4% +$242K 1.07% 16
2024
Q3 		$6.35M Buy
170,810
+11,800
+7% +$421K 1.06% 16
2024
Q2 		$5.54M Buy
159,010
+134,570
+551% +$4.56M 0.96% 16
2024
Q1 		$841K Buy
+24,440
New +$794K 0.16% 30

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Cardinal Point Capital Management reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.14% in Q2 2026, selling an estimated $11.3K and leaving 182,564 shares worth $8.51M. The position accounts for 0.48% of the portfolio, ranked #52.

Cardinal Point Capital Management first reported a position in DFSU in Q1 2024 and has held it in 10 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Cardinal Point Capital Management held 182,564 shares of Dimensional US Sustainability Core 1 ETF worth $8.51M as of Q2 2026.
  • Cardinal Point Capital Management sold 250 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $11.3K.
  • Dimensional US Sustainability Core 1 ETF made up 0.48% of Cardinal Point Capital Management's portfolio in Q2 2026, its #52 holding.
  • Cardinal Point Capital Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 10 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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