EFP
DFSE

EnRich Financial Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

EnRich Financial 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 		$309K Sell
6,319
-1,605
-20% -$76.7K 0.07% 55
2026
Q1 		$336K Sell
7,924
-792
-9% -$34.8K 0.09% 49
2025
Q4 		$362K Sell
8,716
-532
-6% -$22K 0.1% 46
2025
Q3 		$380K Sell
9,248
-37
-0.4% -$1.46K 0.11% 43
2025
Q2 		$353K Sell
9,285
-969
-9% -$34K 0.11% 43
2025
Q1 		$345K Buy
10,254
+594
+6% +$20.1K 0.12% 41
2024
Q4 		$320K Buy
9,660
+131
+1% +$4.51K 0.11% 41
2024
Q3 		$338K Buy
9,529
+539
+6% +$18.2K 0.11% 40
2024
Q2 		$301K Buy
8,990
+7
+0.1% +$231 0.11% 40
2024
Q1 		$289K Buy
8,983
+47
+0.5% +$1.47K 0.11% 39
2023
Q4 		$283K Buy
+8,936
New +$267K 0.12% 38

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

EnRich Financial Partners's DFSE Position: Q2 2026 in Review

EnRich Financial Partners reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 20% in Q2 2026, selling an estimated $76.7K and leaving 6,319 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #55.

EnRich Financial Partners first reported a position in DFSE in Q4 2023 and has held it in 11 quarters since. The position peaked at $380K in Q3 2025. 182 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • EnRich Financial Partners held 6,319 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $309K as of Q2 2026.
  • EnRich Financial Partners sold 1,605 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $76.7K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.07% of EnRich Financial Partners's portfolio in Q2 2026, its #55 holding.
  • EnRich Financial Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • EnRich Financial Partners's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $380K in Q3 2025.
  • 182 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.