LMFP
DFSE

Larry Mathis Financial Planning’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Larry Mathis Financial Planning’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 		$216M Buy
+4,414
New +$211K 0.17% 131

Other funds holding DFSE

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
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
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return

Larry Mathis Financial Planning's DFSE Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026: 4,414 shares worth $216M. The stake represents 0.17% of the portfolio and ranks #131 among its holdings.

36 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Larry Mathis Financial Planning held 4,414 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $216M as of Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new Larry Mathis Financial Planning position in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.17% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #131 holding.
  • 36 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.