CAPTRUST Financial Advisors
DFSE icon

CAPTRUST Financial Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

CAPTRUST Financial 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
Q3 		$366K Buy
7,577
+555
+8% +$26.6K ﹤0.01% 2488
2026
Q2 		$343K Buy
7,022
+12
+0.2% +$574 ﹤0.01% 2477
2026
Q1 		$297K Buy
7,010
+17
+0.2% +$747 ﹤0.01% 2396
2025
Q4 		$290K Buy
+6,993
New +$289K ﹤0.01% 2276

Other funds holding DFSE

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 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
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

CAPTRUST Financial Advisors's DFSE Position: Q3 2026 in Review

CAPTRUST Financial Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 7.9% in Q3 2026, buying an estimated $26.6K and bringing the position to 7,577 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

CAPTRUST Financial Advisors first reported a position in DFSE in Q4 2025 and has held it in 4 quarters since. 151 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

  • CAPTRUST Financial Advisors held 7,577 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $366K as of Q3 2026.
  • CAPTRUST Financial Advisors bought 555 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $26.6K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2488 holding.
  • CAPTRUST Financial Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and has held it in 4 quarters since.
  • 151 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.