FPI
DFSE

Financial Plan Inc’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Financial Plan Inc’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 		$226K Buy
+5,341
New +$235K 0.02% 85

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MPW
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Pathstone Holdings
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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 $7.79B 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 $20.3B AUM

Financial Plan Inc's DFSE Position: Q1 2026 in Review

Financial Plan Inc opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2026: 5,341 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #85 among its holdings.

174 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Financial Plan Inc held 5,341 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $226K as of Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new Financial Plan Inc position in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Financial Plan Inc's portfolio in Q1 2026, its #85 holding.
  • 174 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.