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

Mariner’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	–	Sell	-15,973	Closed	-$677K	–	3610
2026 Q1	$677K	Buy	15,973 +5,331	+50%	+$234K	﹤0.01%	2257
2025 Q4	$441K	Buy	+10,642	New	+$440K	﹤0.01%	2530
2023 Q2	–	Sell	-20,402	Closed	-$610K	–	2851
2023 Q1	$610K	Hold	20,402	–	–	﹤0.01%	1581
2022 Q4	$575K	Buy	+20,402	New	+$569K	﹤0.01%	1569

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

Mariner's DFSE Position: Q2 2026 in Review

Mariner sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026, closing a stake of 15,973 shares — an estimated $677K sold.

Mariner first reported a position in DFSE in Q4 2022 and held it in 4 quarters. The position peaked at $677K in Q1 2026. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Mariner reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q2 2026 after selling out during the quarter.
Mariner sold 15,973 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $677K.
Mariner first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and held it in 4 quarters.
Mariner's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $677K in Q1 2026.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.