PPW
DFSE

Parcion Private Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Parcion Private Wealth’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 		$517K Buy
10,580
+9
+0.1% +$430 0.03% 256
2026
Q1 		$448K Buy
10,571
+338
+3% +$14.9K 0.03% 254
2025
Q4 		$424K Sell
10,233
-4
-0% -$165 0.03% 260
2025
Q3 		$421K Buy
10,237
+140
+1% +$5.53K 0.03% 221
2025
Q2 		$384K Buy
10,097
+1,649
+20% +$57.8K 0.03% 202
2025
Q1 		$285K Buy
8,448
+552
+7% +$18.7K 0.02% 228
2024
Q4 		$262K Buy
7,896
+1,706
+28% +$58.7K 0.02% 217
2024
Q3 		$219K Buy
+6,190
New +$209K 0.02% 223

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

Parcion Private Wealth's DFSE Position: Q2 2026 in Review

Parcion Private Wealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.09% in Q2 2026, buying an estimated $430 and bringing the position to 10,580 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #256.

Parcion Private Wealth first reported a position in DFSE in Q3 2024 and has held it in 8 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Parcion Private Wealth held 10,580 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $517K as of Q2 2026.
  • Parcion Private Wealth bought 9 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $430.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of Parcion Private Wealth's portfolio in Q2 2026, its #256 holding.
  • Parcion Private Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2024 and has held it in 8 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Parcion Private Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.