CMP
DFSE

Coston McIsaac & Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Coston McIsaac & 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
Q1 		$19K Hold
454
– – ﹤0.01% 470
2025
Q4 		$18K Hold
454
– – ﹤0.01% 484
2025
Q3 		$18K Hold
454
– – ﹤0.01% 465
2025
Q2 		$17K Buy
454
+1
+0.2% +$35 ﹤0.01% 452
2025
Q1 		$15K Buy
+453
New +$15.3K ﹤0.01% 446

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Coston McIsaac & Partners's DFSE Position: Q1 2026 in Review

Coston McIsaac & Partners held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q1 2026 at 454 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Coston McIsaac & Partners first reported a position in DFSE in Q1 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Coston McIsaac & Partners held 454 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $19K as of Q1 2026.
  • Coston McIsaac & Partners left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q1 2026, its #470 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Coston McIsaac & Partners's 13F filing for Q1 2026, filed 22 Apr 2026.