Private Advisor Group’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Private Advisor 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	$235K	Buy	5,544 +19	+0.3%	+$835	﹤0.01%	2366
2025 Q4	$229K	Buy	5,525 +59	+1%	+$2.44K	﹤0.01%	2314
2025 Q3	$225K	Buy	5,466 +21	+0.4%	+$830	﹤0.01%	2262
2025 Q2	$207K	Buy	+5,445	New	+$191K	﹤0.01%	2214
2024 Q4	–	Sell	-6,423	Closed	-$228K	–	2333
2024 Q3	$228K	Buy	6,423 +291	+5%	+$9.84K	﹤0.01%	2135
2024 Q2	$205K	Buy	+6,132	New	+$202K	﹤0.01%	2135

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Private Advisor Group's DFSE Position: Q1 2026 in Review

Private Advisor Group increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.34% in Q1 2026, buying an estimated $835 and bringing the position to 5,544 shares worth $235K. The position accounts for ﹤0.01% of the portfolio, ranked #2366.

Private Advisor Group first reported a position in DFSE in Q2 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

Private Advisor Group held 5,544 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $235K as of Q1 2026.
Private Advisor Group bought 19 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $835.
Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #2366 holding.
Private Advisor Group first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.