MA
DFSE

McGrath & Associates’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

McGrath & Associates’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 		$323K Buy
6,604
+117
+2% +$5.59K 0.42% 30
2026
Q1 		$249K Buy
6,487
+1,382
+27% +$60.8K 0.37% 38
2025
Q4 		$212K Buy
5,105
+8
+0.2% +$331 0.3% 43
2025
Q3 		$209K Buy
+5,097
New +$201K 0.31% 42

Other funds holding DFSE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 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

McGrath & Associates's DFSE Position: Q2 2026 in Review

McGrath & Associates increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.8% in Q2 2026, buying an estimated $5.59K and bringing the position to 6,604 shares worth $323K. The position accounts for 0.42% of the portfolio, ranked #30.

McGrath & Associates first reported a position in DFSE in Q3 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • McGrath & Associates held 6,604 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $323K as of Q2 2026.
  • McGrath & Associates bought 117 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.59K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.42% of McGrath & Associates's portfolio in Q2 2026, its #30 holding.
  • McGrath & Associates first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on McGrath & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.