FOA
DFSE

Five Oceans Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Five Oceans 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
Q2 		$21.6M Buy
442,368
+4,081
+0.9% +$195K 6.95% 3
2026
Q1 		$18.6M Buy
438,287
+4,762
+1% +$209K 6.72% 4
2025
Q4 		$18M Buy
433,525
+16,391
+4% +$678K 6.35% 4
2025
Q3 		$17.1M Buy
417,134
+65,240
+19% +$2.58M 6.31% 3
2025
Q2 		$13.4M Buy
351,894
+19,493
+6% +$683K 5.71% 3
2025
Q1 		$11.2M Buy
332,401
+2,422
+0.7% +$82K 5.36% 4
2024
Q4 		$10.9M Buy
329,979
+14,725
+5% +$507K 5.01% 5
2024
Q3 		$11.2M Sell
315,254
-10,395
-3% -$351K 5.35% 4
2024
Q2 		$10.9M Buy
325,649
+325
+0.1% +$10.7K 5.71% 2
2024
Q1 		$10.5M Buy
325,324
+8,128
+3% +$254K 5.39% 3
2023
Q4 		$10M Buy
317,196
+20,168
+7% +$603K 5.61% 2
2023
Q3 		$8.73M Buy
297,028
+16,971
+6% +$521K 5.6% 2
2023
Q2 		$8.52M Buy
280,057
+708
+0.3% +$21.2K 5.49% 3
2023
Q1 		$8.35M Buy
279,349
+1,596
+0.6% +$47.3K 5.4% 4
2022
Q4 		$7.83M Buy
+277,753
New +$7.75M 5.42% 4

Other funds holding DFSE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 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
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Five Oceans Advisors's DFSE Position: Q2 2026 in Review

Five Oceans Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.93% in Q2 2026, buying an estimated $195K and bringing the position to 442,368 shares worth $21.6M. The position accounts for 6.95% of the portfolio, ranked #3.

Five Oceans Advisors first reported a position in DFSE in Q4 2022 and has held it in 15 quarters since. 36 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Five Oceans Advisors held 442,368 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $21.6M as of Q2 2026.
  • Five Oceans Advisors bought 4,081 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $195K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 6.95% of Five Oceans Advisors's portfolio in Q2 2026, its #3 holding.
  • Five Oceans Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 36 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.