Pathstone Holdings
DFSE

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

Pathstone 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
Q1 		$24.2M Buy
570,391
+54,982
+11% +$2.42M 0.1% 155
2025
Q4 		$21.4M Buy
515,409
+174,597
+51% +$7.22M 0.08% 166
2025
Q3 		$14M Buy
340,812
+118,609
+53% +$4.69M 0.05% 241
2025
Q2 		$8.46M Buy
222,203
+56,421
+34% +$1.98M 0.03% 379
2025
Q1 		$5.58M Buy
165,782
+162
+0.1% +$5.49K 0.02% 524
2024
Q4 		$5.48M Buy
165,620
+54,623
+49% +$1.88M 0.02% 513
2024
Q3 		$3.93M Buy
110,997
+30,236
+37% +$1.02M 0.02% 641
2024
Q2 		$2.7M Buy
80,761
+20,901
+35% +$689K 0.01% 784
2024
Q1 		$1.93M Buy
59,860
+28
+0% +$875 0.01% 922
2023
Q4 		$1.89M Buy
+59,832
New +$1.79M 0.01% 771

Other funds holding DFSE

AC
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
Focus Partners Wealth
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Pathstone Holdings's DFSE Position: Q1 2026 in Review

Pathstone Holdings increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 11% in Q1 2026, buying an estimated $2.42M and bringing the position to 570,391 shares worth $24.2M. The position accounts for 0.1% of the portfolio, ranked #155.

Pathstone Holdings 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.

  • Pathstone Holdings held 570,391 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $24.2M as of Q1 2026.
  • Pathstone Holdings bought 54,982 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $2.42M.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.1% of Pathstone Holdings's portfolio in Q1 2026, its #155 holding.
  • Pathstone Holdings 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 Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.