CIBC Private Wealth Group
DFSI

CIBC Private Wealth Group’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

CIBC Private Wealth Group’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
2025
Q3 		– Sell
-4
Closed -$158 – 3145
2025
Q2 		$158 Buy
+4
New +$149 ﹤0.01% 2931

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

CIBC Private Wealth Group's DFSI Position: Q3 2025 in Review

CIBC Private Wealth Group sold out of Dimensional International Sustainability Core 1 ETF (DFSI) in Q3 2025, closing a stake of 4 shares — an estimated $158 sold.

CIBC Private Wealth Group first reported a position in DFSI in Q2 2025 and held it in 1 quarter. The position peaked at $158 in Q2 2025. 198 funds tracked by Wall St. Rank hold DFSI as of Q3 2025.

  • CIBC Private Wealth Group reported no remaining Dimensional International Sustainability Core 1 ETF position as of Q3 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 4 Dimensional International Sustainability Core 1 ETF shares in Q3 2025, an estimated $158.
  • CIBC Private Wealth Group first reported a position in Dimensional International Sustainability Core 1 ETF in Q2 2025 and held it in 1 quarter.
  • CIBC Private Wealth Group's Dimensional International Sustainability Core 1 ETF position peaked at $158 in Q2 2025.
  • 198 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2025.

Based on CIBC Private Wealth Group's 13F filing for Q3 2025, filed 24 Nov 2025.