BH
DFSE

Burk Holdings’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Burk Holdings’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 		$18K Sell
369
-250
-40% -$12K 0.01% 213
2026
Q1 		$26.2K Buy
+619
New +$27.2K 0.01% 182

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

Burk Holdings's DFSE Position: Q2 2026 in Review

Burk Holdings reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 40% in Q2 2026, selling an estimated $12K and leaving 369 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #213.

Burk Holdings first reported a position in DFSE in Q1 2026 and has held it in 2 quarters since. The position peaked at $26.2K in Q1 2026. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Burk Holdings held 369 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $18K as of Q2 2026.
  • Burk Holdings sold 250 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $12K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #213 holding.
  • Burk Holdings first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • Burk Holdings's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $26.2K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.