RS
DFSE

Retirement Solution’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Retirement Solution’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 		$12.6M Sell
256,769
-3,680
-1% -$176K 2.45% 7
2026
Q1 		$11M Sell
260,449
-2,983
-1% -$131K 2.61% 7
2025
Q4 		$10.9M Buy
263,432
+1,287
+0.5% +$53.2K 2.42% 7
2025
Q3 		$10.8M Sell
262,145
-2,494
-0.9% -$98.5K 2.57% 8
2025
Q2 		$10.1M Sell
264,639
-238
-0.1% -$8.34K 2.57% 8
2025
Q1 		$8.92M Buy
264,877
+55,596
+27% +$1.88M 2.53% 7
2024
Q4 		$6.93M Sell
209,281
-1,794
-0.8% -$61.8K 1.82% 8
2024
Q3 		$7.48M Sell
211,075
-3,009
-1% -$102K 1.82% 9
2024
Q2 		$7.16M Buy
214,084
+92,033
+75% +$3.04M 1.92% 8
2024
Q1 		$3.93M Buy
122,051
+471
+0.4% +$14.7K 1.06% 13
2023
Q4 		$3.84M Buy
121,580
+2,704
+2% +$80.8K 1.14% 13
2023
Q3 		$3.49M Buy
118,876
+5,257
+5% +$161K 1.15% 13
2023
Q2 		$3.46M Buy
113,619
+4,517
+4% +$135K 1.12% 11
2023
Q1 		$3.26M Buy
+109,102
New +$3.23M 1.15% 11

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Retirement Solution's DFSE Position: Q2 2026 in Review

Retirement Solution reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.4% in Q2 2026, selling an estimated $176K and leaving 256,769 shares worth $12.6M. The position accounts for 2.45% of the portfolio, ranked #7.

Retirement Solution first reported a position in DFSE in Q1 2023 and has held it in 14 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Retirement Solution held 256,769 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $12.6M as of Q2 2026.
  • Retirement Solution sold 3,680 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $176K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 2.45% of Retirement Solution's portfolio in Q2 2026, its #7 holding.
  • Retirement Solution first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Retirement Solution's 13F filing for Q2 2026, filed 11 Aug 2026.