Cerity Partners
DFSE

Cerity Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Cerity Partners’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 		$3.18M Buy
65,090
+37,049
+132% +$1.77M ﹤0.01% 1321
2026
Q1 		$1.19M Sell
28,041
-543
-2% -$23.9K ﹤0.01% 1767
2025
Q4 		$1.24M Sell
28,584
-556
-2% -$23K ﹤0.01% 1607
2025
Q3 		$1.21M Sell
29,140
-638
-2% -$25.2K ﹤0.01% 1512
2025
Q2 		$1.17M Buy
+29,778
New +$1.04M ﹤0.01% 1449

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

Cerity Partners's DFSE Position: Q2 2026 in Review

Cerity Partners increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 132% in Q2 2026, buying an estimated $1.77M and bringing the position to 65,090 shares worth $3.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

Cerity Partners first reported a position in DFSE in Q2 2025 and has held it in 5 quarters since. 176 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Cerity Partners held 65,090 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $3.18M as of Q2 2026.
  • Cerity Partners bought 37,049 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.77M.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1321 holding.
  • Cerity Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 176 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.