FF
DFSE

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

Francis Financial’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 		$5.34M Buy
109,210
+4,217
+4% +$202K 0.87% 25
2026
Q1 		$4.45M Sell
104,993
-2,315
-2% -$102K 0.82% 23
2025
Q4 		$4.45M Buy
107,308
+143
+0.1% +$5.91K 0.87% 22
2025
Q3 		$4.4M Buy
+107,165
New +$4.23M 0.78% 25
2025
Q2 		– Sell
-119,335
Closed -$4.02M – 96
2025
Q1 		$4.02M Sell
119,335
-1,222
-1% -$41.4K 0.97% 18
2024
Q4 		$3.99M Sell
120,557
-1,186
-1% -$40.8K 1.01% 19
2024
Q3 		$4.31M Buy
121,743
+10,003
+9% +$338K 1.14% 18
2024
Q2 		$3.74M Buy
111,740
+24,985
+29% +$824K 1.13% 17
2024
Q1 		$2.79M Buy
86,755
+12,648
+17% +$395K 0.9% 16
2023
Q4 		$2.34M Buy
74,107
+4,619
+7% +$138K 1.01% 16
2023
Q3 		$2.04M Buy
69,488
+16,285
+31% +$500K 1.07% 15
2023
Q2 		$1.62M Buy
53,203
+11,151
+27% +$334K 0.88% 16
2023
Q1 		$1.26M Buy
42,052
+34,299
+442% +$1.02M 0.85% 15
2022
Q4 		$218K Buy
+7,753
New +$216K 0.2% 37

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

Francis Financial's DFSE Position: Q2 2026 in Review

Francis Financial increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4% in Q2 2026, buying an estimated $202K and bringing the position to 109,210 shares worth $5.34M. The position accounts for 0.87% of the portfolio, ranked #25.

Francis Financial first reported a position in DFSE in Q4 2022 and has held it in 14 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Francis Financial held 109,210 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $5.34M as of Q2 2026.
  • Francis Financial bought 4,217 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $202K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.87% of Francis Financial's portfolio in Q2 2026, its #25 holding.
  • Francis Financial first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Francis Financial's 13F filing for Q2 2026, filed 10 Aug 2026.