EWA
DFSE

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

Exencial 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
Q1 		$658K Buy
15,526
+1,696
+12% +$74.6K 0.02% 357
2025
Q4 		$574K Hold
13,830
– – 0.02% 371
2025
Q3 		$568K Sell
13,830
-733
-5% -$29K 0.02% 358
2025
Q2 		$554K Hold
14,563
– – 0.02% 355
2025
Q1 		$490K Hold
14,563
– – 0.02% 363
2024
Q4 		$482K Hold
14,563
– – 0.02% 365
2024
Q3 		$516K Sell
14,563
-30
-0.2% -$1.01K 0.02% 354
2024
Q2 		$488K Buy
14,593
+2,491
+21% +$82.2K 0.02% 359
2024
Q1 		$390K Buy
12,102
+734
+6% +$22.9K 0.01% 401
2023
Q4 		$360K Buy
11,368
+135
+1% +$4.04K 0.01% 400
2023
Q3 		$330K Hold
11,233
– – 0.02% 352
2023
Q2 		$342K Hold
11,233
– – 0.02% 349
2023
Q1 		$336K Buy
11,233
+6
+0.1% +$178 0.02% 336
2022
Q4 		$316K Buy
+11,227
New +$313K 0.02% 350

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Exencial Wealth Advisors's DFSE Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 12% in Q1 2026, buying an estimated $74.6K and bringing the position to 15,526 shares worth $658K. The position accounts for 0.02% of the portfolio, ranked #357.

Exencial Wealth Advisors first reported a position in DFSE in Q4 2022 and has held it in 14 quarters since. 176 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Exencial Wealth Advisors held 15,526 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $658K as of Q1 2026.
  • Exencial Wealth Advisors bought 1,696 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $74.6K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #357 holding.
  • Exencial Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • 176 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.