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
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 $1.1B AUM 15.03% 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 $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Retirement Solution's DFSE Position: Q1 2026 in Review

Retirement Solution reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.1% in Q1 2026, selling an estimated $131K and leaving 260,449 shares worth $11M. The position accounts for 2.61% of the portfolio, ranked #7.

Retirement Solution first reported a position in DFSE in Q1 2023 and has held it in 13 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Retirement Solution held 260,449 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $11M as of Q1 2026.
  • Retirement Solution sold 2,983 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $131K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 2.61% of Retirement Solution's portfolio in Q1 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 13 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Retirement Solution's 13F filing for Q1 2026, filed 11 May 2026.