BJB
DFSE

Broadhurst Jeffrey B’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Broadhurst Jeffrey B’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 		– Sell
-22,999
Closed -$974K – 36
2026
Q1 		$974K Buy
22,999
+1,057
+5% +$46.5K 1% 25
2025
Q4 		$910K Buy
+21,942
New +$907K 0.95% 26

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

Broadhurst Jeffrey B's DFSE Position: Q2 2026 in Review

Broadhurst Jeffrey B sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026, closing a stake of 22,999 shares — an estimated $974K sold.

Broadhurst Jeffrey B first reported a position in DFSE in Q4 2025 and held it in 2 quarters. The position peaked at $974K in Q1 2026. 182 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Broadhurst Jeffrey B reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Broadhurst Jeffrey B sold 22,999 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $974K.
  • Broadhurst Jeffrey B first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and held it in 2 quarters.
  • Broadhurst Jeffrey B's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $974K in Q1 2026.
  • 182 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.