OneDigital Investment Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

OneDigital Investment 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 Q1	$2.74M	Buy	64,673 +1,192	+2%	+$52.4K	0.03%	396
2025 Q4	$2.63M	Sell	63,481 -2,181	-3%	-$90.2K	0.03%	402
2025 Q3	$2.7M	Buy	65,662 +947	+1%	+$37.4K	0.03%	373
2025 Q2	$2.46M	Sell	64,715 -3,357	-5%	-$118K	0.03%	380
2025 Q1	$2.29M	Sell	68,072 -8	-0%	-$271	0.03%	371
2024 Q4	$2.26M	Buy	68,080 +5,254	+8%	+$181K	0.03%	394
2024 Q3	$2.23M	Buy	62,826 +9,584	+18%	+$324K	0.03%	413
2024 Q2	$1.78M	Buy	53,242 +18,985	+55%	+$626K	0.02%	451
2024 Q1	$1.1M	Buy	34,257 +19,655	+135%	+$614K	0.02%	476
2023 Q4	$462K	Buy	+14,602	New	+$437K	0.01%	746

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

OneDigital Investment Advisors's DFSE Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.9% in Q1 2026, buying an estimated $52.4K and bringing the position to 64,673 shares worth $2.74M. The position accounts for 0.03% of the portfolio, ranked #396.

OneDigital Investment Advisors first reported a position in DFSE in Q4 2023 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

OneDigital Investment Advisors held 64,673 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $2.74M as of Q1 2026.
OneDigital Investment Advisors bought 1,192 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $52.4K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of OneDigital Investment Advisors's portfolio in Q1 2026, its #396 holding.
OneDigital Investment Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.