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

LPL Financial’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	$715K	Buy	14,638 +1,784	+14%	+$85.3K	﹤0.01%	4722
2026 Q1	$545K	Buy	12,854 +774	+6%	+$34K	﹤0.01%	4686
2025 Q4	$501K	Sell	12,080 -290	-2%	-$12K	﹤0.01%	4714
2025 Q3	$508K	Buy	12,370 +338	+3%	+$13.4K	﹤0.01%	4607
2025 Q2	$458K	Buy	12,032 +3,730	+45%	+$131K	﹤0.01%	4450
2025 Q1	$280K	Buy	8,302 +1,159	+16%	+$39.3K	﹤0.01%	4626
2024 Q4	$237K	Sell	7,143 -192	-3%	-$6.61K	﹤0.01%	4702
2024 Q3	$260K	Buy	7,335 +95	+1%	+$3.21K	﹤0.01%	4544
2024 Q2	$242K	Buy	+7,240	New	+$239K	﹤0.01%	4419

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

LPL Financial's DFSE Position: Q2 2026 in Review

LPL Financial increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 14% in Q2 2026, buying an estimated $85.3K and bringing the position to 14,638 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #4722.

LPL Financial first reported a position in DFSE in Q2 2024 and has held it in 9 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

LPL Financial held 14,638 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $715K as of Q2 2026.
LPL Financial bought 1,784 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $85.3K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4722 holding.
LPL Financial first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and has held it in 9 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.