Geometric Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Geometric Wealth Advisors’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	$203K	Buy	+4,145	New	+$198K	0.02%	92
2025 Q2	–	Sell	-7,002	Closed	-$236K	–	75
2025 Q1	$236K	Hold	7,002	–	–	0.04%	68
2024 Q4	$232K	Buy	7,002 +654	+10%	+$22.5K	0.04%	64
2024 Q3	$225K	Buy	+6,348	New	+$215K	0.04%	64

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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 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

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

Geometric Wealth Advisors's DFSE Position: Q2 2026 in Review

Geometric Wealth Advisors opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026: 4,145 shares worth $203K. The stake represents 0.02% of the portfolio and ranks #92 among its holdings. This is a return to the name: Geometric Wealth Advisors previously reported a position in DFSE as recently as Q1 2025.

Geometric Wealth Advisors first reported a position in DFSE in Q3 2024 and has held it in 4 quarters since. The position peaked at $236K in Q1 2025. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Geometric Wealth Advisors held 4,145 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $203K as of Q2 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF was a new Geometric Wealth Advisors position in Q2 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Geometric Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Geometric Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2024 and has held it in 4 quarters since.
Geometric Wealth Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $236K in Q1 2025.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Geometric Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.