AIC
DFSE

Allodium Investment Consultants’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Allodium Investment Consultants’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 		$3.77M Sell
77,097
-342
-0.4% -$16.4K 1.6% 17
2026
Q1 		$3.28M Buy
77,439
+1,443
+2% +$63.4K 1.57% 17
2025
Q4 		$3.15M Sell
75,996
-239
-0.3% -$9.88K 1.6% 16
2025
Q3 		$3.13M Buy
76,235
+15,695
+26% +$620K 1.77% 16
2025
Q2 		$2.3M Sell
60,540
-579
-0.9% -$20.3K 1.46% 19
2025
Q1 		$2.06M Buy
61,119
+2,566
+4% +$86.9K 1.52% 18
2024
Q4 		$1.94M Buy
+58,553
New +$2.02M 1.62% 17

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

Allodium Investment Consultants's DFSE Position: Q2 2026 in Review

Allodium Investment Consultants reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.44% in Q2 2026, selling an estimated $16.4K and leaving 77,097 shares worth $3.77M. The position accounts for 1.6% of the portfolio, ranked #17.

Allodium Investment Consultants first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Allodium Investment Consultants held 77,097 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $3.77M as of Q2 2026.
  • Allodium Investment Consultants sold 342 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $16.4K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 1.6% of Allodium Investment Consultants's portfolio in Q2 2026, its #17 holding.
  • Allodium Investment Consultants first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.