CA
DFSE

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

CGN 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
Q2 		$399K Sell
8,173
-140
-2% -$6.69K 0.03% 250
2026
Q1 		$352K Buy
8,313
+596
+8% +$26.2K 0.03% 257
2025
Q4 		$320K Buy
7,717
+590
+8% +$24.4K 0.03% 263
2025
Q3 		$293K Buy
+7,127
New +$282K 0.02% 271

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

CGN Advisors's DFSE Position: Q2 2026 in Review

CGN Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.7% in Q2 2026, selling an estimated $6.69K and leaving 8,173 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #250.

CGN Advisors first reported a position in DFSE in Q3 2025 and has held it in 4 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • CGN Advisors held 8,173 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $399K as of Q2 2026.
  • CGN Advisors sold 140 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $6.69K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of CGN Advisors's portfolio in Q2 2026, its #250 holding.
  • CGN Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on CGN Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.