DPW
DFSE

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

DiNuzzo Private 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 		$242K Sell
4,941
-60
-1% -$2.87K 0.02% 73
2026
Q1 		$212K Buy
5,001
+609
+14% +$26.8K 0.02% 79
2025
Q4 		$182K Sell
4,392
-412
-9% -$17K 0.02% 84
2025
Q3 		$191K Buy
4,804
+175
+4% +$6.91K 0.02% 79
2025
Q2 		$176K Sell
4,629
-95
-2% -$3.33K 0.02% 82
2025
Q1 		$159K Sell
4,724
-6
-0.1% -$203 0.02% 82
2024
Q4 		$157K Sell
4,730
-7,252
-61% -$250K 0.02% 81
2024
Q3 		$424K Buy
11,982
+247
+2% +$8.35K 0.05% 57
2024
Q2 		$393K Sell
11,735
-524
-4% -$17.3K 0.05% 39
2024
Q1 		$395K Buy
12,259
+68
+0.6% +$2.13K 0.05% 40
2023
Q4 		$386K Buy
+12,191
New +$365K 0.05% 39

Other funds holding DFSE

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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

DiNuzzo Private Wealth's DFSE Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.2% in Q2 2026, selling an estimated $2.87K and leaving 4,941 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #73.

DiNuzzo Private Wealth first reported a position in DFSE in Q4 2023 and has held it in 11 quarters since. The position peaked at $424K in Q3 2024. 72 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • DiNuzzo Private Wealth held 4,941 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $242K as of Q2 2026.
  • DiNuzzo Private Wealth sold 60 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.87K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #73 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $424K in Q3 2024.
  • 72 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.