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 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 $1.25B 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

Coston McIsaac & Partners's DFSE Position: Q2 2026 in Review

Coston McIsaac & Partners held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q2 2026 at 454 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Coston McIsaac & Partners first reported a position in DFSE in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Coston McIsaac & Partners held 454 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $22K as of Q2 2026.
Coston McIsaac & Partners left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #465 holding.
Coston McIsaac & Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.