DFP
DFSE

Donalies Financial Planning’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Donalies Financial Planning’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 		$276K Buy
5,640
+51
+0.9% +$2.44K 0.2% 67
2026
Q1 		$237K Hold
5,589
– – 0.2% 67
2025
Q4 		$232K Buy
+5,589
New +$231K 0.2% 65

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

Donalies Financial Planning's DFSE Position: Q2 2026 in Review

Donalies Financial Planning increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.91% in Q2 2026, buying an estimated $2.44K and bringing the position to 5,640 shares worth $276K. The position accounts for 0.2% of the portfolio, ranked #67.

Donalies Financial Planning first reported a position in DFSE in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Donalies Financial Planning held 5,640 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $276K as of Q2 2026.
  • Donalies Financial Planning bought 51 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.44K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.2% of Donalies Financial Planning's portfolio in Q2 2026, its #67 holding.
  • Donalies Financial Planning first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Donalies Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.