Northland Capital Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Northland Capital Management’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	$706K	Sell	14,439 -2,920	-17%	-$140K	0.38%	27
2026 Q1	$735K	Sell	17,359 -5,332	-23%	-$234K	0.4%	27
2025 Q4	$941K	Sell	22,691 -80	-0.4%	-$3.31K	0.53%	25
2025 Q3	$936K	Buy	22,771 +1,371	+6%	+$54.2K	0.55%	24
2025 Q2	$814K	Buy	21,400 +307	+1%	+$10.8K	0.5%	26
2025 Q1	$710K	Sell	21,093 -2,195	-9%	-$74.4K	0.48%	27
2024 Q4	$772K	Sell	23,288 -2,970	-11%	-$102K	0.57%	25
2024 Q3	$930K	Buy	26,258 +279	+1%	+$9.43K	0.53%	26
2024 Q2	$869K	Buy	25,979 +3,287	+14%	+$108K	0.61%	25
2024 Q1	$731K	Sell	22,692 -25	-0.1%	-$781	0.51%	26
2023 Q4	$718K	Buy	22,717 +550	+2%	+$16.4K	0.48%	27
2023 Q3	$651K	Sell	22,167 -8,831	-28%	-$271K	0.44%	28
2023 Q2	$944K	Buy	+30,998	New	+$927K	0.7%	23

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

Northland Capital Management's DFSE Position: Q2 2026 in Review

Northland Capital Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 17% in Q2 2026, selling an estimated $140K and leaving 14,439 shares worth $706K. The position accounts for 0.38% of the portfolio, ranked #27.

Northland Capital Management first reported a position in DFSE in Q2 2023 and has held it in 13 quarters since. The position peaked at $944K in Q2 2023. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Northland Capital Management held 14,439 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $706K as of Q2 2026.
Northland Capital Management sold 2,920 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $140K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.38% of Northland Capital Management's portfolio in Q2 2026, its #27 holding.
Northland Capital Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
Northland Capital Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $944K in Q2 2023.
183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Northland Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.