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 Q3	$22K	Hold	454	–	–	﹤0.01%	455
2026 Q2	$22K	Hold	454	–	–	﹤0.01%	465
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Coston McIsaac & Partners's DFSE Position: Q3 2026 in Review

Coston McIsaac & Partners held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q3 2026 at 454 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #455.

Coston McIsaac & Partners first reported a position in DFSE in Q1 2025 and has held it in 7 quarters since. The position peaked at $22K in Q2 2026. 120 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Coston McIsaac & Partners held 454 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $22K as of Q3 2026.
Coston McIsaac & Partners left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q3 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q3 2026, its #455 holding.
Coston McIsaac & Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 7 quarters since.
Coston McIsaac & Partners's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $22K in Q2 2026.
120 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Coston McIsaac & Partners's 13F filing for Q3 2026, filed 6 Nov 2026.