Focus Partners Wealth
DFSE

Focus Partners Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Focus Partners Wealth’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 		$27.8M Buy
569,426
+32,450
+6% +$1.55M 0.03% 435
2026
Q1 		$23.8M Buy
536,976
+3,511
+0.7% +$154K 0.03% 449
2025
Q4 		$22.1M Sell
533,465
-8,996
-2% -$372K 0.03% 463
2025
Q3 		$22.3M Buy
542,461
+4,488
+0.8% +$177K 0.04% 383
2025
Q2 		$20.5M Buy
537,973
+225,166
+72% +$7.89M 0.04% 356
2025
Q1 		$10.5M Buy
312,807
+296,718
+1,844% +$10.1M 0.03% 467
2024
Q4 		$533K Buy
16,089
+3,278
+26% +$113K ﹤0.01% 1296
2024
Q3 		$454K Buy
+12,811
New +$433K ﹤0.01% 1180

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Focus Partners Wealth's DFSE Position: Q2 2026 in Review

Focus Partners Wealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 6% in Q2 2026, buying an estimated $1.55M and bringing the position to 569,426 shares worth $27.8M. The position accounts for 0.03% of the portfolio, ranked #435.

Focus Partners Wealth first reported a position in DFSE in Q3 2024 and has held it in 8 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Focus Partners Wealth held 569,426 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $27.8M as of Q2 2026.
  • Focus Partners Wealth bought 32,450 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.55M.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of Focus Partners Wealth's portfolio in Q2 2026, its #435 holding.
  • Focus Partners Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.