Flagstone Financial Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Flagstone Financial Management’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	$559K	Buy	11,567 +22	+0.2%	+$1.06K	0.12%	41
2026 Q2	$564K	Sell	11,545 -167	-1%	-$7.98K	0.13%	41
2026 Q1	$496K	Sell	11,712 -899	-7%	-$39.5K	0.12%	42
2025 Q4	$523K	Buy	12,611 +1,568	+14%	+$64.8K	0.13%	40
2025 Q3	$454K	Buy	11,043 +2,684	+32%	+$106K	0.12%	42
2025 Q2	$318K	Buy	8,359 +826	+11%	+$29K	0.09%	45
2025 Q1	$254K	Buy	+7,533	New	+$255K	0.08%	46

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Flagstone Financial Management's DFSE Position: Q3 2026 in Review

Flagstone Financial Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.19% in Q3 2026, buying an estimated $1.06K and bringing the position to 11,567 shares worth $559K. The position accounts for 0.12% of the portfolio, ranked #41.

Flagstone Financial Management first reported a position in DFSE in Q1 2025 and has held it in 7 quarters since. The position peaked at $564K in Q2 2026. 162 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Flagstone Financial Management held 11,567 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $559K as of Q3 2026.
Flagstone Financial Management bought 22 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $1.06K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.12% of Flagstone Financial Management's portfolio in Q3 2026, its #41 holding.
Flagstone Financial Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 7 quarters since.
Flagstone Financial Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $564K in Q2 2026.
162 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.