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DFSE icon

Advisornet Financial’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Advisornet Financial’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 		$455K Buy
9,317
+406
+5% +$19.4K 0.02% 439
2026
Q1 		$378K Sell
8,911
-1,362
-13% -$59.9K 0.02% 448
2025
Q4 		$426K Sell
10,273
-1
-0% -$41 0.02% 427
2025
Q3 		$422K Sell
10,274
-1,318
-11% -$52.1K 0.02% 414
2025
Q2 		$441K Buy
11,592
+1,022
+10% +$35.8K 0.03% 391
2025
Q1 		$356K Buy
10,570
+946
+10% +$32K 0.03% 409
2024
Q4 		$319K Buy
9,624
+1,690
+21% +$58.2K 0.03% 400
2024
Q3 		$281K Sell
7,934
-23
-0.3% -$778 0.02% 454
2024
Q2 		$266K Sell
7,957
-4
-0.1% -$132 0.02% 420
2024
Q1 		$256K Sell
7,961
-8,334
-51% -$260K 0.02% 429
2023
Q4 		$515K Buy
16,295
+83
+0.5% +$2.48K 0.05% 313
2023
Q3 		$476K Sell
16,212
-914
-5% -$28K 0.04% 308
2023
Q2 		$521K Buy
17,126
+2,750
+19% +$82.3K 0.04% 297
2023
Q1 		$430K Buy
+14,376
New +$426K 0.04% 320

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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Advisornet Financial's DFSE Position: Q2 2026 in Review

Advisornet Financial increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4.6% in Q2 2026, buying an estimated $19.4K and bringing the position to 9,317 shares worth $455K. The position accounts for 0.02% of the portfolio, ranked #439.

Advisornet Financial first reported a position in DFSE in Q1 2023 and has held it in 14 quarters since. The position peaked at $521K in Q2 2023. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Advisornet Financial held 9,317 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $455K as of Q2 2026.
  • Advisornet Financial bought 406 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $19.4K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Advisornet Financial's portfolio in Q2 2026, its #439 holding.
  • Advisornet Financial first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • Advisornet Financial's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $521K in Q2 2023.
  • 185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.