Burton Enright Welch’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Burton Enright Welch’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	$1.24M	Sell	25,287 -1,523	-6%	-$72.8K	0.15%	62
2026 Q1	$1.14M	Hold	26,810	–	–	0.15%	62
2025 Q4	$1.11M	Buy	26,810 +1,911	+8%	+$79K	0.16%	59
2025 Q3	$1.02M	Sell	24,899 -3,784	-13%	-$149K	0.15%	59
2025 Q2	$1.09M	Hold	28,683	–	–	0.19%	54
2025 Q1	$966K	Buy	28,683 +36	+0.1%	+$1.22K	0.2%	47
2024 Q4	$949K	Buy	+28,647	New	+$986K	0.2%	46

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

Burton Enright Welch's DFSE Position: Q2 2026 in Review

Burton Enright Welch reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 5.7% in Q2 2026, selling an estimated $72.8K and leaving 25,287 shares worth $1.24M. The position accounts for 0.15% of the portfolio, ranked #62.

Burton Enright Welch first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Burton Enright Welch held 25,287 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.24M as of Q2 2026.
Burton Enright Welch sold 1,523 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $72.8K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.15% of Burton Enright Welch's portfolio in Q2 2026, its #62 holding.
Burton Enright Welch first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.