EFP
DFSE

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

Envision 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 		$212K Buy
+4,341
New +$208K 0.07% 53

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

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

Envision Financial Planning opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026: 4,341 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #53 among its holdings.

183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Envision Financial Planning held 4,341 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $212K as of Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new Envision Financial Planning position in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.07% of Envision Financial Planning's portfolio in Q2 2026, its #53 holding.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.