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

Allworth 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 		$195K Buy
3,984
+22
+0.6% +$1.05K ﹤0.01% 1501
2026
Q1 		$168K Buy
3,962
+5
+0.1% +$220 ﹤0.01% 1509
2025
Q4 		$164K Buy
3,957
+28
+0.7% +$1.16K ﹤0.01% 1445
2025
Q3 		$161K Buy
3,929
+29
+0.7% +$1.15K ﹤0.01% 1413
2025
Q2 		$148K Buy
3,900
+18
+0.5% +$631 ﹤0.01% 1324
2025
Q1 		$131K Buy
3,882
+8
+0.2% +$271 ﹤0.01% 1110
2024
Q4 		$129K Buy
3,874
+20
+0.5% +$689 ﹤0.01% 1143
2024
Q3 		$137K Buy
3,854
+32
+0.8% +$1.08K ﹤0.01% 946
2024
Q2 		$128K Buy
+3,822
New +$126K ﹤0.01% 977

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

Allworth Financial's DFSE Position: Q2 2026 in Review

Allworth Financial increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.56% in Q2 2026, buying an estimated $1.05K and bringing the position to 3,984 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Allworth Financial first reported a position in DFSE in Q2 2024 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Allworth Financial held 3,984 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $195K as of Q2 2026.
  • Allworth Financial bought 22 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.05K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1501 holding.
  • Allworth Financial first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.