JWA
DFSE

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

JFS 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 		$23.2K Hold
475
– – ﹤0.01% 732
2026
Q1 		$20.1K Hold
475
– – ﹤0.01% 734
2025
Q4 		$19.7K Hold
475
– – ﹤0.01% 752
2025
Q3 		$19.5K Sell
475
-173
-27% -$6.83K ﹤0.01% 705
2025
Q2 		$24.7K Hold
648
– – ﹤0.01% 613
2025
Q1 		$21.8K Hold
648
– – ﹤0.01% 641
2024
Q4 		$21.5K Hold
648
– – ﹤0.01% 623
2024
Q3 		$23K Sell
648
-120
-16% -$4.06K ﹤0.01% 612
2024
Q2 		$25.7K Sell
768
-227
-23% -$7.49K ﹤0.01% 551
2024
Q1 		$32K Hold
995
– – ﹤0.01% 518
2023
Q4 		$31.5K Hold
995
– – ﹤0.01% 489
2023
Q3 		$29.2K Sell
995
-103
-9% -$3.16K ﹤0.01% 460
2023
Q2 		$33.4K Buy
+1,098
New +$32.9K ﹤0.01% 432

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

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

JFS Wealth Advisors held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q2 2026 at 475 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

JFS Wealth Advisors first reported a position in DFSE in Q2 2023 and has held it in 13 quarters since. The position peaked at $33.4K in Q2 2023. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • JFS Wealth Advisors held 475 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $23.2K as of Q2 2026.
  • JFS Wealth Advisors left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #732 holding.
  • JFS Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • JFS Wealth Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $33.4K in Q2 2023.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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