FWMP
DFSE

Foundation Wealth Management (Pennsylvania)’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Foundation Wealth Management (Pennsylvania)’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 		$314K Buy
6,430
+29
+0.5% +$1.39K 0.09% 81
2026
Q1 		$271K Buy
6,401
+8
+0.1% +$352 0.1% 78
2025
Q4 		$265K Buy
6,393
+43
+0.7% +$1.78K 0.1% 80
2025
Q3 		$261K Buy
6,350
+38
+0.6% +$1.5K 0.1% 78
2025
Q2 		$240K Buy
6,312
+37
+0.6% +$1.3K 0.1% 86
2025
Q1 		$211K Hold
6,275
– – 0.1% 84
2024
Q4 		$208K Buy
+6,275
New +$216K 0.1% 87

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foundation Wealth Management (Pennsylvania)'s DFSE Position: Q2 2026 in Review

Foundation Wealth Management (Pennsylvania) increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.45% in Q2 2026, buying an estimated $1.39K and bringing the position to 6,430 shares worth $314K. The position accounts for 0.09% of the portfolio, ranked #81.

Foundation Wealth Management (Pennsylvania) first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. 93 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Foundation Wealth Management (Pennsylvania) held 6,430 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $314K as of Q2 2026.
  • Foundation Wealth Management (Pennsylvania) bought 29 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.39K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.09% of Foundation Wealth Management (Pennsylvania)'s portfolio in Q2 2026, its #81 holding.
  • Foundation Wealth Management (Pennsylvania) first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 93 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Foundation Wealth Management (Pennsylvania)'s 13F filing for Q2 2026, filed 22 Jul 2026.