CC
DFSE

Citrine Capital’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Citrine Capital’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 		$15.8M Sell
323,640
-5,012
-2% -$240K 5.86% 5
2026
Q1 		$13.9M Buy
328,652
+10,251
+3% +$451K 6.04% 5
2025
Q4 		$13.2M Buy
318,401
+5,028
+2% +$208K 6.13% 5
2025
Q3 		$12.9M Buy
313,373
+7,481
+2% +$296K 5.96% 5
2025
Q2 		$11.6M Buy
305,892
+3,379
+1% +$118K 6.18% 5
2025
Q1 		$10.2M Buy
302,513
+17,765
+6% +$602K 6.38% 5
2024
Q4 		$9.43M Buy
+284,748
New +$9.8M 6.95% 5

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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Citrine Capital's DFSE Position: Q2 2026 in Review

Citrine Capital reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.5% in Q2 2026, selling an estimated $240K and leaving 323,640 shares worth $15.8M. The position accounts for 5.86% of the portfolio, ranked #5.

Citrine Capital first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. 182 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Citrine Capital held 323,640 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $15.8M as of Q2 2026.
  • Citrine Capital sold 5,012 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $240K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 5.86% of Citrine Capital's portfolio in Q2 2026, its #5 holding.
  • Citrine Capital first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 182 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.