CCA
DFSI

Criterion Capital Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Criterion Capital Advisors’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
2024
Q4 		$48.6K Hold
1,477
– – 0.03% 139
2024
Q3 		$48.6K Hold
1,477
– – 0.03% 139
2024
Q2 		$48.6K Buy
1,477
+60
+4% +$2K 0.03% 139
2024
Q1 		$47.7K Buy
1,417
+794
+127% +$25.7K 0.03% 139
2023
Q4 		$20K Buy
+623
New +$18.4K 0.01% 210

Other funds holding DFSI

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
FF
Francis Financial $539M AUM 14.16% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Criterion Capital Advisors's DFSI Position: Q4 2024 in Review

Criterion Capital Advisors held its Dimensional International Sustainability Core 1 ETF (DFSI) position steady in Q4 2024 at 1,477 shares worth $48.6K. The position accounts for 0.03% of the portfolio, ranked #139.

Criterion Capital Advisors first reported a position in DFSI in Q4 2023 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold DFSI as of Q4 2024.

  • Criterion Capital Advisors held 1,477 shares of Dimensional International Sustainability Core 1 ETF worth $48.6K as of Q4 2024.
  • Criterion Capital Advisors left its Dimensional International Sustainability Core 1 ETF share count unchanged in Q4 2024.
  • Dimensional International Sustainability Core 1 ETF made up 0.03% of Criterion Capital Advisors's portfolio in Q4 2024, its #139 holding.
  • Criterion Capital Advisors first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2023 and has held it in 5 quarters since.
  • 163 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.