AC
DFSE

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Apella Capital's DFSE Position: Q2 2026 in Review

Apella Capital increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 7.8% in Q2 2026, buying an estimated $356K and bringing the position to 102,996 shares worth $4.88M. The position accounts for 0.07% of the portfolio, ranked #164.

Apella Capital first reported a position in DFSE in Q4 2023 and has held it in 11 quarters since. 36 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Apella Capital held 102,996 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $4.88M as of Q2 2026.
  • Apella Capital bought 7,449 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $356K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.07% of Apella Capital's portfolio in Q2 2026, its #164 holding.
  • Apella Capital first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 36 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.