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 Q3	$3M	Buy	62,021 +2,572	+4%	+$123K	0.05%	319
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Perigon Wealth Management's DFSE Position: Q3 2026 in Review

Perigon Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4.3% in Q3 2026, buying an estimated $123K and bringing the position to 62,021 shares worth $3M. The position accounts for 0.05% of the portfolio, ranked #319.

Perigon Wealth Management first reported a position in DFSE in Q4 2023 and has held it in 12 quarters since. 62 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Perigon Wealth Management held 62,021 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $3M as of Q3 2026.
Perigon Wealth Management bought 2,572 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $123K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #319 holding.
Perigon Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
62 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.