Apella Capital’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Apella Capital’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 Q3	$7.28M	Buy	149,864 +46,868	+46%	+$2.25M	0.09%	153
2026 Q2	$4.88M	Buy	102,996 +7,449	+8%	+$356K	0.07%	164
2026 Q1	$4.54M	Buy	95,547 +17,528	+22%	+$771K	0.07%	170
2025 Q4	$3.24M	Buy	78,019 +10,058	+15%	+$416K	0.06%	167
2025 Q3	$2.82M	Buy	67,961 +16,033	+31%	+$633K	0.06%	159
2025 Q2	$1.97M	Buy	51,928 +4,081	+9%	+$143K	0.05%	167
2025 Q1	$1.52M	Buy	47,847 +10,842	+29%	+$367K	0.05%	156
2024 Q4	$1.23M	Buy	37,005 +1,980	+6%	+$68.2K	0.05%	151
2024 Q3	$1.28M	Buy	35,025 +6,045	+21%	+$204K	0.05%	136
2024 Q2	$994K	Buy	28,980 +3,843	+15%	+$127K	0.04%	149
2024 Q1	$824K	Buy	25,137 +16,178	+181%	+$506K	0.04%	155
2023 Q4	$277K	Buy	+8,959	New	+$268K	0.02%	246

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Apella Capital's DFSE Position: Q3 2026 in Review

Apella Capital increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 46% in Q3 2026, buying an estimated $2.25M and bringing the position to 149,864 shares worth $7.28M. The position accounts for 0.09% of the portfolio, ranked #153.

Apella Capital first reported a position in DFSE in Q4 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Apella Capital held 149,864 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $7.28M as of Q3 2026.
Apella Capital bought 46,868 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $2.25M.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.09% of Apella Capital's portfolio in Q3 2026, its #153 holding.
Apella Capital first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
48 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.