KFGG
DFSE

Keystone Financial Group (Georgia)’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Keystone Financial Group (Georgia)’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 		$80.9K Buy
1,656
+9
+0.5% +$430 0.04% 68
2026
Q1 		$69.8K Buy
1,647
+2
+0.1% +$88 0.04% 78
2025
Q4 		$68.2K Buy
1,645
+130
+9% +$5.38K 0.04% 79
2025
Q3 		$62.3K Buy
1,515
+11
+0.7% +$435 0.04% 81
2025
Q2 		$58.1K Buy
1,504
+11
+0.7% +$386 0.04% 86
2025
Q1 		$52.1K Buy
1,493
+3
+0.2% +$102 0.04% 89
2024
Q4 		$49.4K Buy
+1,490
New +$51.3K 0.04% 96

Other funds holding DFSE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Keystone Financial Group (Georgia)'s DFSE Position: Q2 2026 in Review

Keystone Financial Group (Georgia) increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.55% in Q2 2026, buying an estimated $430 and bringing the position to 1,656 shares worth $80.9K. The position accounts for 0.04% of the portfolio, ranked #68.

Keystone Financial Group (Georgia) first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Keystone Financial Group (Georgia) held 1,656 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $80.9K as of Q2 2026.
  • Keystone Financial Group (Georgia) bought 9 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $430.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.04% of Keystone Financial Group (Georgia)'s portfolio in Q2 2026, its #68 holding.
  • Keystone Financial Group (Georgia) first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 60 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Keystone Financial Group (Georgia)'s 13F filing for Q2 2026, filed 21 Jul 2026.