Equita Financial Network’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Equita Financial Network’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 Q3	$2.72M	Buy	56,224 +3,569	+7%	+$171K	0.77%	28
2026 Q2	$2.57M	Buy	52,655 +8,328	+19%	+$398K	0.71%	29
2026 Q1	$1.88M	Buy	44,327 +15,851	+56%	+$697K	0.59%	32
2025 Q4	$1.18M	Buy	28,476 +7,256	+34%	+$300K	0.36%	35
2025 Q3	$872K	Buy	21,220 +8,473	+66%	+$335K	0.29%	43
2025 Q2	$485K	Buy	12,747 +6,174	+94%	+$216K	0.19%	57
2025 Q1	$221K	Buy	+6,573	New	+$223K	0.08%	84

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Equita Financial Network's DFSE Position: Q3 2026 in Review

Equita Financial Network increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 6.8% in Q3 2026, buying an estimated $171K and bringing the position to 56,224 shares worth $2.72M. The position accounts for 0.77% of the portfolio, ranked #28.

Equita Financial Network first reported a position in DFSE in Q1 2025 and has held it in 7 quarters since. 77 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Equita Financial Network held 56,224 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $2.72M as of Q3 2026.
Equita Financial Network bought 3,569 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $171K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.77% of Equita Financial Network's portfolio in Q3 2026, its #28 holding.
Equita Financial Network first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 7 quarters since.
77 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.