CW
DFSE

Curio Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Curio Wealth’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 		– Sell
-1,180
Closed -$50K – 352
2026
Q1 		$50K Hold
1,180
– – 0.02% 133
2025
Q4 		$48.9K Hold
1,180
– – 0.02% 139
2025
Q3 		$48.5K Hold
1,180
– – 0.02% 126
2025
Q2 		$44.9K Buy
1,180
+1,178
+58,900% +$41.3K 0.02% 135
2025
Q1 		$39.1K Sell
2
-1,178
-100% -$39.9K 0.02% 138
2024
Q4 		$39.1K Buy
+1,180
New +$40.6K 0.02% 136

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
CC
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

Curio Wealth's DFSE Position: Q2 2026 in Review

Curio Wealth sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026, closing a stake of 1,180 shares — an estimated $50K sold.

Curio Wealth first reported a position in DFSE in Q4 2024 and held it in 6 quarters. The position peaked at $50K in Q1 2026. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Curio Wealth reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
  • Curio Wealth sold 1,180 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $50K.
  • Curio Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and held it in 6 quarters.
  • Curio Wealth's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $50K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.