Heck Capital Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Heck Capital 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	$505K	Sell	10,323 -267	-3%	-$12.8K	0.03%	152
2026 Q1	$449K	Sell	10,590 -406	-4%	-$17.8K	0.03%	152
2025 Q4	$456K	Sell	10,996 -503	-4%	-$20.8K	0.03%	156
2025 Q3	$472K	Sell	11,499 -18	-0.2%	-$711	0.04%	150
2025 Q2	$438K	Sell	11,517 -5	-0%	-$175	0.04%	141
2025 Q1	$388K	Buy	+11,522	New	+$390K	0.04%	130

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

Heck Capital Advisors's DFSE Position: Q2 2026 in Review

Heck Capital Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 2.5% in Q2 2026, selling an estimated $12.8K and leaving 10,323 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #152.

Heck Capital Advisors first reported a position in DFSE in Q1 2025 and has held it in 6 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Heck Capital Advisors held 10,323 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $505K as of Q2 2026.
Heck Capital Advisors sold 267 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $12.8K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of Heck Capital Advisors's portfolio in Q2 2026, its #152 holding.
Heck Capital Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Heck Capital Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.