MFA
DFSE

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

Morling 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 		$897K Sell
18,361
-121
-0.7% -$5.79K 0.25% 36
2026
Q1 		$783K Sell
18,482
-1,694
-8% -$74.5K 0.24% 37
2025
Q4 		$837K Buy
20,176
+166
+0.8% +$6.86K 0.26% 35
2025
Q3 		$822K Buy
20,010
+50
+0.3% +$1.98K 0.27% 34
2025
Q2 		$760K Buy
19,960
+15
+0.1% +$526 0.25% 35
2025
Q1 		$672K Buy
19,945
+5,108
+34% +$173K 0.23% 37
2024
Q4 		$492K Buy
14,837
+1,368
+10% +$47.1K 0.17% 44
2024
Q3 		$477K Sell
13,469
-1,186
-8% -$40.1K 0.18% 39
2024
Q2 		$490K Buy
14,655
+228
+2% +$7.52K 0.21% 36
2024
Q1 		$465K Buy
14,427
+1,670
+13% +$52.2K 0.27% 37
2023
Q4 		$403K Buy
+12,757
New +$381K 0.33% 37

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Morling Financial Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.65% in Q2 2026, selling an estimated $5.79K and leaving 18,361 shares worth $897K. The position accounts for 0.25% of the portfolio, ranked #36.

Morling Financial Advisors first reported a position in DFSE in Q4 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Morling Financial Advisors held 18,361 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $897K as of Q2 2026.
  • Morling Financial Advisors sold 121 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $5.79K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.25% of Morling Financial Advisors's portfolio in Q2 2026, its #36 holding.
  • Morling Financial Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.