Commonwealth Equity Services’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Commonwealth Equity Services’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	$579K	Buy	11,839 +124	+1%	+$5.93K	﹤0.01%	3196
2026 Q1	$496K	Buy	11,715 +112	+1%	+$4.92K	﹤0.01%	3217
2025 Q4	$481K	Buy	11,603 +1,075	+10%	+$44.4K	﹤0.01%	3198
2025 Q3	$433K	Buy	10,528 +281	+3%	+$11.1K	﹤0.01%	3300
2025 Q2	$390K	Buy	10,247 +441	+4%	+$15.5K	﹤0.01%	3366
2025 Q1	$330K	Buy	9,806 +1,158	+13%	+$39.2K	﹤0.01%	3416
2024 Q4	$287K	Sell	8,648 -18	-0.2%	-$620	﹤0.01%	3442
2024 Q3	$307K	Buy	8,666 +172	+2%	+$5.82K	﹤0.01%	3335
2024 Q2	$284K	Buy	8,494 +347	+4%	+$11.4K	﹤0.01%	3346
2024 Q1	$262K	Sell	8,147 -66	-0.8%	-$2.06K	﹤0.01%	3392
2023 Q4	$260K	Buy	8,213 +30	+0.4%	+$897	﹤0.01%	3295
2023 Q3	$241K	Sell	8,183 -175	-2%	-$5.37K	﹤0.01%	3217
2023 Q2	$254K	Buy	8,358 +1,399	+20%	+$41.9K	﹤0.01%	3188
2023 Q1	$208K	Buy	+6,959	New	+$206K	﹤0.01%	3279

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

Commonwealth Equity Services's DFSE Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.1% in Q2 2026, buying an estimated $5.93K and bringing the position to 11,839 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #3196.

Commonwealth Equity Services first reported a position in DFSE in Q1 2023 and has held it in 14 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Commonwealth Equity Services held 11,839 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $579K as of Q2 2026.
Commonwealth Equity Services bought 124 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.93K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3196 holding.
Commonwealth Equity Services first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.