AWP
DFSE

Abacus Wealth Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Abacus Wealth Partners’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.5M Sell
317,897
-22,541
-7% -$1.08M 1.63% 11
2026
Q1 		$14.4M Sell
340,438
-1,033
-0.3% -$45.4K 1.32% 13
2025
Q4 		$14.2M Buy
341,471
+904
+0.3% +$37.4K 1.39% 12
2025
Q3 		$14M Buy
340,567
+3,873
+1% +$153K 2.01% 10
2025
Q2 		$12.8M Sell
336,694
-188,850
-36% -$6.62M 1.96% 10
2025
Q1 		$17.7M Buy
525,544
+5,017
+1% +$170K 2.66% 11
2024
Q4 		$17.2M Buy
520,527
+67,706
+15% +$2.33M 2.58% 11
2024
Q3 		$16M Buy
452,821
+22,502
+5% +$761K 2.4% 11
2024
Q2 		$14.4M Buy
430,319
+24,403
+6% +$805K 2.39% 11
2024
Q1 		$13.1M Buy
405,916
+4,829
+1% +$151K 2.19% 11
2023
Q4 		$12.7M Buy
401,087
+61,574
+18% +$1.84M 2.14% 11
2023
Q3 		$9.98M Buy
339,513
+17,452
+5% +$535K 3.09% 9
2023
Q2 		$9.8M Buy
322,061
+40,189
+14% +$1.2M 2.95% 9
2023
Q1 		$8.42M Buy
281,872
+7,720
+3% +$229K 2.79% 10
2022
Q4 		$7.72M Buy
+274,152
New +$7.65M 2.75% 10

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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

Abacus Wealth Partners's DFSE Position: Q2 2026 in Review

Abacus Wealth Partners reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 6.6% in Q2 2026, selling an estimated $1.08M and leaving 317,897 shares worth $15.5M. The position accounts for 1.63% of the portfolio, ranked #11.

Abacus Wealth Partners first reported a position in DFSE in Q4 2022 and has held it in 15 quarters since. The position peaked at $17.7M in Q1 2025. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Abacus Wealth Partners held 317,897 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $15.5M as of Q2 2026.
  • Abacus Wealth Partners sold 22,541 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.08M.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 1.63% of Abacus Wealth Partners's portfolio in Q2 2026, its #11 holding.
  • Abacus Wealth Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • Abacus Wealth Partners's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $17.7M in Q1 2025.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.