Osaic Holdings
DFSE

Osaic Holdings’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Osaic Holdings’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 		$152K Buy
3,111
+580
+23% +$27.7K ﹤0.01% 4637
2026
Q1 		$107K Buy
2,531
+393
+18% +$17.3K ﹤0.01% 4629
2025
Q4 		$88.7K Buy
2,138
+436
+26% +$18K ﹤0.01% 4816
2025
Q3 		$69.9K Buy
1,702
+143
+9% +$5.65K ﹤0.01% 5081
2025
Q2 		$59.3K Hold
1,559
– – ﹤0.01% 4925
2025
Q1 		$52.5K Buy
+1,559
New +$52.8K ﹤0.01% 4677
2024
Q4 		– Sell
-1,774
Closed -$62.8K – 7463
2024
Q3 		$62.8K Buy
+1,774
New +$60K ﹤0.01% 4572

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

Osaic Holdings's DFSE Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 23% in Q2 2026, buying an estimated $27.7K and bringing the position to 3,111 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #4637.

Osaic Holdings first reported a position in DFSE in Q3 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Osaic Holdings held 3,111 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $152K as of Q2 2026.
  • Osaic Holdings bought 580 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $27.7K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4637 holding.
  • Osaic Holdings first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.