JAA
DFSE

Joel Adams & Associates’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Joel Adams & Associates’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 		$264K Sell
5,408
-23
-0.4% -$1.1K 0.17% 59
2026
Q1 		$230K Buy
+5,431
New +$239K 0.17% 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

Joel Adams & Associates's DFSE Position: Q2 2026 in Review

Joel Adams & Associates reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.42% in Q2 2026, selling an estimated $1.1K and leaving 5,408 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #59.

Joel Adams & Associates first reported a position in DFSE in Q1 2026 and has held it in 2 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Joel Adams & Associates held 5,408 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $264K as of Q2 2026.
  • Joel Adams & Associates sold 23 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.1K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.17% of Joel Adams & Associates's portfolio in Q2 2026, its #59 holding.
  • Joel Adams & Associates first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2026 and has held it in 2 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Joel Adams & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.