Premier Financial Group
DFSE icon

Premier Financial Group’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Premier Financial Group’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 		$551K Buy
+11,267
New +$539K 0.11% 27
2026
Q1 		– Sell
-11,575
Closed -$483K – 45
2025
Q4 		$483K Sell
11,575
-157
-1% -$6.49K 0.13% 18
2025
Q3 		$481K Sell
11,732
-1,211
-9% -$47.8K 0.13% 18
2025
Q2 		$511K Buy
+12,943
New +$454K 0.14% 17

Other funds holding DFSE

AWM Capital
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Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM

Premier Financial Group's DFSE Position: Q2 2026 in Review

Premier Financial Group opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026: 11,267 shares worth $551K. The stake represents 0.11% of the portfolio and ranks #27 among its holdings. This is a return to the name: Premier Financial Group previously reported a position in DFSE as recently as Q4 2025.

Premier Financial Group first reported a position in DFSE in Q2 2025 and has held it in 4 quarters since. 186 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Premier Financial Group held 11,267 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $551K as of Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new Premier Financial Group position in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.11% of Premier Financial Group's portfolio in Q2 2026, its #27 holding.
  • Premier Financial Group first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • 186 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Premier Financial Group's 13F filing for Q2 2026, filed 21 Sep 2026.