PWM
DFSE

Perigon Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Perigon Wealth Management’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 		$2.91M Sell
59,449
-86
-0.1% -$4.11K 0.05% 334
2026
Q1 		$2.52M Buy
59,535
+6,754
+13% +$297K 0.05% 326
2025
Q4 		$2.19M Buy
52,781
+2,508
+5% +$104K 0.04% 353
2025
Q3 		$2.07M Buy
50,273
+6,329
+14% +$250K 0.04% 348
2025
Q2 		$1.67M Buy
43,944
+926
+2% +$32.5K 0.04% 371
2025
Q1 		$1.45M Buy
43,018
+4,500
+12% +$152K 0.04% 370
2024
Q4 		$1.26M Hold
38,518
– – 0.03% 391
2024
Q3 		$1.36M Hold
38,518
– – 0.04% 364
2024
Q2 		$1.29M Buy
38,518
+16,462
+75% +$543K 0.04% 320
2024
Q1 		$710K Hold
22,056
– – 0.02% 455
2023
Q4 		$698K Buy
+22,056
New +$659K 0.02% 417

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

Perigon Wealth Management's DFSE Position: Q2 2026 in Review

Perigon Wealth Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.14% in Q2 2026, selling an estimated $4.11K and leaving 59,449 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #334.

Perigon Wealth Management first reported a position in DFSE in Q4 2023 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Perigon Wealth Management held 59,449 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $2.91M as of Q2 2026.
  • Perigon Wealth Management sold 86 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $4.11K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.05% of Perigon Wealth Management's portfolio in Q2 2026, its #334 holding.
  • Perigon Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.