FFP
DFSE

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

Freedom Financial Partners’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 		$456K Sell
9,323
-1,549
-14% -$74.1K 0.15% 65
2026
Q1 		$461K Buy
10,872
+507
+5% +$22.3K 0.16% 63
2025
Q4 		$430K Buy
10,365
+72
+0.7% +$2.98K 0.16% 62
2025
Q3 		$423K Buy
10,293
+76
+0.7% +$3K 0.16% 61
2025
Q2 		$389K Buy
10,217
+2,062
+25% +$72.3K 0.16% 57
2025
Q1 		$275K Buy
8,155
+39
+0.5% +$1.32K 0.13% 63
2024
Q4 		$269K Buy
+8,116
New +$279K 0.13% 63

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

Freedom Financial Partners's DFSE Position: Q2 2026 in Review

Freedom Financial Partners reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 14% in Q2 2026, selling an estimated $74.1K and leaving 9,323 shares worth $456K. The position accounts for 0.15% of the portfolio, ranked #65.

Freedom Financial Partners first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $461K in Q1 2026. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Freedom Financial Partners held 9,323 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $456K as of Q2 2026.
  • Freedom Financial Partners sold 1,549 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $74.1K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.15% of Freedom Financial Partners's portfolio in Q2 2026, its #65 holding.
  • Freedom Financial Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • Freedom Financial Partners's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $461K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Freedom Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.