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 Q3	$264K	Buy	5,462 +54	+1%	+$2.59K	0.17%	61
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Joel Adams & Associates's DFSE Position: Q3 2026 in Review

Joel Adams & Associates increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1% in Q3 2026, buying an estimated $2.59K and bringing the position to 5,462 shares worth $264K. The position accounts for 0.17% of the portfolio, ranked #61.

Joel Adams & Associates first reported a position in DFSE in Q1 2026 and has held it in 3 quarters since. The position peaked at $264K in Q2 2026. 162 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Joel Adams & Associates held 5,462 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $264K as of Q3 2026.
Joel Adams & Associates bought 54 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $2.59K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.17% of Joel Adams & Associates's portfolio in Q3 2026, its #61 holding.
Joel Adams & Associates first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2026 and has held it in 3 quarters since.
Joel Adams & Associates's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $264K in Q2 2026.
162 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Joel Adams & Associates's 13F filing for Q3 2026, filed 2 Nov 2026.