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

Level Financial 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	$426K	Buy	8,715 +94	+1%	+$4.5K	0.1%	71
2026 Q1	$365K	Sell	8,621 -415	-5%	-$18.2K	0.09%	71
2025 Q4	$375K	Buy	9,036 +805	+10%	+$33.3K	0.1%	68
2025 Q3	$338K	Buy	8,231 +235	+3%	+$9.28K	0.1%	77
2025 Q2	$304K	Buy	7,996 +617	+8%	+$21.6K	0.09%	75
2025 Q1	$249K	Buy	7,379 +25	+0.3%	+$847	0.08%	80
2024 Q4	$244K	Buy	+7,354	New	+$253K	0.09%	75
2024 Q1	–	Sell	-30	Closed	-$949	–	122
2023 Q4	$949	Hold	30	–	–	﹤0.01%	254
2023 Q3	$882	Buy	30 +9	+43%	+$276	﹤0.01%	263
2023 Q2	$639	Buy	+21	New	+$628	﹤0.01%	267

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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 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

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

Level Financial Advisors's DFSE Position: Q2 2026 in Review

Level Financial Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.1% in Q2 2026, buying an estimated $4.5K and bringing the position to 8,715 shares worth $426K. The position accounts for 0.1% of the portfolio, ranked #71.

Level Financial Advisors first reported a position in DFSE in Q2 2023 and has held it in 10 quarters since. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Level Financial Advisors held 8,715 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $426K as of Q2 2026.
Level Financial Advisors bought 94 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $4.5K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.1% of Level Financial Advisors's portfolio in Q2 2026, its #71 holding.
Level Financial Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 10 quarters since.
185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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