Fiduciary Financial Group
DFSE icon

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
Q3 		$651K Buy
13,461
+911
+7% +$43.7K 0.08% 155
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

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Fiduciary Financial Group's DFSE Position: Q3 2026 in Review

Fiduciary Financial Group increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 7.3% in Q3 2026, buying an estimated $43.7K and bringing the position to 13,461 shares worth $651K. The position accounts for 0.08% of the portfolio, ranked #155.

Fiduciary Financial Group first reported a position in DFSE in Q2 2024 and has held it in 10 quarters since. 122 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

  • Fiduciary Financial Group held 13,461 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $651K as of Q3 2026.
  • Fiduciary Financial Group bought 911 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $43.7K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.08% of Fiduciary Financial Group's portfolio in Q3 2026, its #155 holding.
  • Fiduciary Financial Group first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and has held it in 10 quarters since.
  • 122 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.