EFN
DFSE

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
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

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Equita Financial Network's DFSE Position: Q1 2026 in Review

Equita Financial Network increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 56% in Q1 2026, buying an estimated $697K and bringing the position to 44,327 shares worth $1.88M. The position accounts for 0.59% of the portfolio, ranked #32.

Equita Financial Network first reported a position in DFSE in Q1 2025 and has held it in 5 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Equita Financial Network held 44,327 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.88M as of Q1 2026.
  • Equita Financial Network bought 15,851 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $697K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.59% of Equita Financial Network's portfolio in Q1 2026, its #32 holding.
  • Equita Financial Network first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Equita Financial Network's 13F filing for Q1 2026, filed 23 Apr 2026.