BRIA
DFSE

Balanced Rock Investment Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Balanced Rock Investment Advisors’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 		$3.99M Sell
81,686
-7,219
-8% -$345K 2.49% 11
2026
Q1 		$3.77M Sell
88,905
-704
-0.8% -$30.9K 2.64% 10
2025
Q4 		$3.72M Buy
89,609
+1,954
+2% +$80.8K 2.64% 10
2025
Q3 		$3.6M Sell
87,655
-2,111
-2% -$83.4K 2.63% 10
2025
Q2 		$3.42M Buy
89,766
+2,654
+3% +$93K 2.68% 10
2025
Q1 		$2.93M Buy
87,112
+3,110
+4% +$105K 2.34% 13
2024
Q4 		$2.78M Buy
+84,002
New +$2.89M 2.2% 15

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

Balanced Rock Investment Advisors's DFSE Position: Q2 2026 in Review

Balanced Rock Investment Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 8.1% in Q2 2026, selling an estimated $345K and leaving 81,686 shares worth $3.99M. The position accounts for 2.49% of the portfolio, ranked #11.

Balanced Rock Investment Advisors first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Balanced Rock Investment Advisors held 81,686 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $3.99M as of Q2 2026.
  • Balanced Rock Investment Advisors sold 7,219 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $345K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 2.49% of Balanced Rock Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • Balanced Rock Investment Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.