PFG
DFSE

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
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

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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

Premier Financial Group's DFSE Position: Q1 2026 in Review

Premier Financial Group sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2026, closing a stake of 11,575 shares — an estimated $483K sold.

Premier Financial Group first reported a position in DFSE in Q2 2025 and held it in 3 quarters. The position peaked at $511K in Q2 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Premier Financial Group reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q1 2026 after selling out during the quarter.
  • Premier Financial Group sold 11,575 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $483K.
  • Premier Financial Group first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and held it in 3 quarters.
  • Premier Financial Group's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $511K in Q2 2025.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Premier Financial Group's 13F filing for Q1 2026, filed 6 May 2026.