Beacon Pointe Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Beacon Pointe 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	$2.48M	Buy	50,694 +905	+2%	+$43.3K	0.01%	692
2026 Q1	$2.11M	Buy	49,789 +3,991	+9%	+$175K	0.01%	712
2025 Q4	$1.9M	Buy	45,798 +1,814	+4%	+$75K	0.01%	625
2025 Q3	$1.81M	Buy	+43,984	New	+$1.74M	0.02%	572

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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 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

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

Beacon Pointe Advisors's DFSE Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.8% in Q2 2026, buying an estimated $43.3K and bringing the position to 50,694 shares worth $2.48M. The position accounts for 0.01% of the portfolio, ranked #692.

Beacon Pointe Advisors first reported a position in DFSE in Q3 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Beacon Pointe Advisors held 50,694 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $2.48M as of Q2 2026.
Beacon Pointe Advisors bought 905 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $43.3K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #692 holding.
Beacon Pointe Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.