CCMI
DFSI

Creative Capital Management Investments’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Creative Capital Management Investments’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
Q1 		$1.97M Buy
46,433
+17,653
+61% +$782K 0.57% 11
2025
Q4 		$1.23M Hold
28,780
– – 0.37% 17
2025
Q3 		$1.18M Buy
28,780
+3,398
+13% +$136K 0.38% 18
2025
Q2 		$1M Hold
25,382
– – 0.36% 18
2025
Q1 		$886K Buy
25,382
+4,241
+20% +$147K 0.34% 20
2024
Q4 		$694K Buy
21,141
+5,155
+32% +$175K 0.29% 23
2024
Q3 		$571K Buy
15,986
+7,473
+88% +$256K 0.24% 23
2024
Q2 		$280K Hold
8,513
– – 0.14% 32
2024
Q1 		$287K Buy
8,513
+6,758
+385% +$218K 0.15% 31
2023
Q4 		$56.2K Buy
1,755
+287
+20% +$8.46K 0.03% 83
2023
Q3 		$42.1K Hold
1,468
– – 0.03% 93
2023
Q2 		$44.7K Hold
1,468
– – 0.03% 88
2023
Q1 		$44.1K Buy
+1,468
New +$43.3K 0.03% 99

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
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return