PCI
DFSE

Planning Center Inc’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Planning Center Inc’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 		$1.75M Sell
35,784
-589
-2% -$28.2K 0.17% 28
2026
Q1 		$1.54M Sell
36,373
-1,254
-3% -$55.1K 0.16% 27
2025
Q4 		$1.56M Sell
37,627
-3,554
-9% -$147K 0.16% 27
2025
Q3 		$1.69M Sell
41,181
-946
-2% -$37.4K 0.18% 25
2025
Q2 		$1.6M Buy
42,127
+1,273
+3% +$44.6K 0.18% 26
2025
Q1 		$1.38M Sell
40,854
-1,803
-4% -$61.1K 0.16% 26
2024
Q4 		$1.41M Sell
42,657
-1,435
-3% -$49.4K 0.18% 25
2024
Q3 		$1.56M Buy
44,092
+255
+0.6% +$8.62K 0.19% 25
2024
Q2 		$1.47M Buy
43,837
+357
+0.8% +$11.8K 0.19% 26
2024
Q1 		$1.4M Buy
43,480
+2,695
+7% +$84.2K 0.3% 23
2023
Q4 		$1.29M Buy
40,785
+11,557
+40% +$346K 0.3% 24
2023
Q3 		$859K Buy
29,228
+4,547
+18% +$140K 0.22% 28
2023
Q2 		$751K Sell
24,681
-36
-0.1% -$1.08K 0.19% 30
2023
Q1 		$744K Sell
24,717
-778
-3% -$23.1K 0.2% 26
2022
Q4 		$718K Buy
+25,495
New +$711K 0.22% 28

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Planning Center Inc's DFSE Position: Q2 2026 in Review

Planning Center Inc reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.6% in Q2 2026, selling an estimated $28.2K and leaving 35,784 shares worth $1.75M. The position accounts for 0.17% of the portfolio, ranked #28.

Planning Center Inc first reported a position in DFSE in Q4 2022 and has held it in 15 quarters since. 89 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Planning Center Inc held 35,784 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.75M as of Q2 2026.
  • Planning Center Inc sold 589 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $28.2K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.17% of Planning Center Inc's portfolio in Q2 2026, its #28 holding.
  • Planning Center Inc first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 89 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.