Beacon Hill Wealth Management
DFSE icon

Beacon Hill Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Beacon Hill Wealth Management’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 		$1.22M Buy
25,212
+673
+3% +$32.3K 0.74% 14
2026
Q2 		$1.2M Buy
+24,539
New +$1.17M 0.83% 14

Other funds holding DFSE

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Beacon Hill Wealth Management's DFSE Position: Q3 2026 in Review

Beacon Hill Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 2.7% in Q3 2026, buying an estimated $32.3K and bringing the position to 25,212 shares worth $1.22M. The position accounts for 0.74% of the portfolio, ranked #14.

Beacon Hill Wealth Management first reported a position in DFSE in Q2 2026 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

  • Beacon Hill Wealth Management held 25,212 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.22M as of Q3 2026.
  • Beacon Hill Wealth Management bought 673 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $32.3K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.74% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #14 holding.
  • Beacon Hill Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2026 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.