KFAA
DFSE

Klaas Financial Asset Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Klaas Financial Asset 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 		$2.34M Sell
47,886
-192
-0.4% -$9.18K 0.29% 25
2026
Q1 		$2.04M Sell
48,078
-523
-1% -$23K 0.28% 27
2025
Q4 		$2.02M Sell
48,601
-2,677
-5% -$111K 0.29% 28
2025
Q3 		$2.11M Buy
51,278
+1,449
+3% +$57.2K 0.32% 28
2025
Q2 		$1.9M Buy
49,829
+3,858
+8% +$135K 0.3% 31
2025
Q1 		$1.55M Buy
45,971
+9,397
+26% +$318K 0.27% 34
2024
Q4 		$1.21M Buy
36,574
+2,339
+7% +$80.5K 0.21% 31
2024
Q3 		$1.21M Buy
34,235
+1,979
+6% +$66.9K 0.21% 32
2024
Q2 		$1.08M Buy
+32,256
New +$1.06M 0.2% 35

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

Klaas Financial Asset Advisors's DFSE Position: Q2 2026 in Review

Klaas Financial Asset Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.4% in Q2 2026, selling an estimated $9.18K and leaving 47,886 shares worth $2.34M. The position accounts for 0.29% of the portfolio, ranked #25.

Klaas Financial Asset Advisors first reported a position in DFSE in Q2 2024 and has held it in 9 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Klaas Financial Asset Advisors held 47,886 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $2.34M as of Q2 2026.
  • Klaas Financial Asset Advisors sold 192 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $9.18K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.29% of Klaas Financial Asset Advisors's portfolio in Q2 2026, its #25 holding.
  • Klaas Financial Asset Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Klaas Financial Asset Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.