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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return