OPF
DFSE

Old Peak Finance’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Old Peak Finance’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 		$240K Buy
+4,917
New +$235K 0.12% 86

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Pathstone Holdings
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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

Old Peak Finance's DFSE Position: Q2 2026 in Review

Old Peak Finance opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026: 4,917 shares worth $240K. The stake represents 0.12% of the portfolio and ranks #86 among its holdings.

183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Old Peak Finance held 4,917 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $240K as of Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new Old Peak Finance position in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.12% of Old Peak Finance's portfolio in Q2 2026, its #86 holding.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.