QFA
DFSE

Quantum Financial Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Quantum Financial Advisors’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 		$25.8M Sell
528,686
-17,556
-3% -$839K 2.56% 9
2026
Q1 		$23.1M Sell
546,242
-11,077
-2% -$487K 2.6% 9
2025
Q4 		$23.1M Sell
557,319
-5,503
-1% -$228K 2.6% 9
2025
Q3 		$23.1M Sell
562,822
-11,105
-2% -$439K 2.82% 8
2025
Q2 		$21.8M Sell
573,927
-9,991
-2% -$350K 2.96% 8
2025
Q1 		$19.7M Buy
583,918
+32,696
+6% +$1.11M 2.93% 7
2024
Q4 		$18.3M Sell
551,222
-323
-0.1% -$11.1K 2.78% 8
2024
Q3 		$19.5M Buy
551,545
+4,175
+0.8% +$141K 3.06% 7
2024
Q2 		$18.3M Sell
547,370
-2,235
-0.4% -$73.7K 3.22% 7
2024
Q1 		$17.7M Sell
549,605
-17,100
-3% -$534K 3.26% 8
2023
Q4 		$17.9M Sell
566,705
-23,216
-4% -$694K 4.37% 9
2023
Q3 		$17.3M Buy
589,921
+5,272
+0.9% +$162K 5.1% 5
2023
Q2 		$17.8M Sell
584,649
-3,056
-0.5% -$91.4K 5.23% 5
2023
Q1 		$17.6M Buy
+587,705
New +$17.4M 5.53% 5

Other funds holding DFSE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
DWM
Drive Wealth Management Lehi, Utah $561M AUM 33.14% 1-Year Est. Return

Quantum Financial Advisors's DFSE Position: Q2 2026 in Review

Quantum Financial Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 3.2% in Q2 2026, selling an estimated $839K and leaving 528,686 shares worth $25.8M. The position accounts for 2.56% of the portfolio, ranked #9.

Quantum Financial Advisors first reported a position in DFSE in Q1 2023 and has held it in 14 quarters since. 60 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Quantum Financial Advisors held 528,686 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $25.8M as of Q2 2026.
  • Quantum Financial Advisors sold 17,556 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $839K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 2.56% of Quantum Financial Advisors's portfolio in Q2 2026, its #9 holding.
  • Quantum Financial Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 60 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.