FFG
DFSE

Fiduciary Financial Group’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Fiduciary Financial Group’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 		$613K Buy
12,550
+1,476
+13% +$70.6K 0.07% 164
2026
Q1 		$469K Buy
11,074
+560
+5% +$24.6K 0.06% 183
2025
Q4 		$436K Buy
10,514
+980
+10% +$40.5K 0.06% 189
2025
Q3 		$392K Buy
9,534
+685
+8% +$27.1K 0.06% 198
2025
Q2 		$337K Buy
8,849
+578
+7% +$20.3K 0.06% 210
2025
Q1 		$259K Sell
8,271
-1,872
-18% -$63.4K 0.06% 222
2024
Q4 		$328K Buy
10,143
+1,788
+21% +$61.6K 0.07% 170
2024
Q3 		$298K Buy
8,355
+2,060
+33% +$69.6K 0.07% 209
2024
Q2 		$218K Buy
+6,295
New +$208K 0.05% 241

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Fiduciary Financial Group's DFSE Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 13% in Q2 2026, buying an estimated $70.6K and bringing the position to 12,550 shares worth $613K. The position accounts for 0.07% of the portfolio, ranked #164.

Fiduciary Financial Group first reported a position in DFSE in Q2 2024 and has held it in 9 quarters since. 87 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Fiduciary Financial Group held 12,550 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $613K as of Q2 2026.
  • Fiduciary Financial Group bought 1,476 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $70.6K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.07% of Fiduciary Financial Group's portfolio in Q2 2026, its #164 holding.
  • Fiduciary Financial Group first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 87 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.