EWA
DFSE

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

EP Wealth Advisors’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 		$15M Buy
307,473
+235
+0.1% +$11.2K 0.06% 217
2026
Q1 		$13M Buy
307,238
+296,382
+2,730% +$13M 0.06% 185
2025
Q4 		$450K Buy
+10,856
New +$449K ﹤0.01% 935
2025
Q2 		$636K Sell
16,707
-4,432
-21% -$155K ﹤0.01% 693
2025
Q1 		$712K Buy
21,139
+1,740
+9% +$58.9K 0.01% 595
2024
Q4 		$643K Buy
+19,399
New +$668K 0.01% 615

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EP Wealth Advisors's DFSE Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.08% in Q2 2026, buying an estimated $11.2K and bringing the position to 307,473 shares worth $15M. The position accounts for 0.06% of the portfolio, ranked #217.

EP Wealth Advisors first reported a position in DFSE in Q4 2024 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • EP Wealth Advisors held 307,473 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $15M as of Q2 2026.
  • EP Wealth Advisors bought 235 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $11.2K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.06% of EP Wealth Advisors's portfolio in Q2 2026, its #217 holding.
  • EP Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.