RIM
DFSE

Rockbridge Investment Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Rockbridge Investment Management’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 		$1.04M Sell
21,269
-2,865
-12% -$137K 0.08% 65
2026
Q1 		$1.02M Buy
24,134
+136
+0.6% +$5.98K 0.09% 66
2025
Q4 		$995K Buy
23,998
+165
+0.7% +$6.82K 0.09% 63
2025
Q3 		$979K Buy
23,833
+10,351
+77% +$409K 0.1% 63
2025
Q2 		$513K Sell
13,482
-1,030
-7% -$36.1K 0.06% 89
2025
Q1 		$489K Buy
14,512
+157
+1% +$5.32K 0.06% 84
2024
Q4 		$476K Buy
14,355
+850
+6% +$29.3K 0.06% 87
2024
Q3 		$478K Buy
13,505
+955
+8% +$32.3K 0.06% 84
2024
Q2 		$420K Buy
12,550
+1,554
+14% +$51.3K 0.06% 85
2024
Q1 		$354K Buy
10,996
+2,505
+30% +$78.3K 0.05% 91
2023
Q4 		$269K Buy
+8,491
New +$254K 0.04% 97

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

Rockbridge Investment Management's DFSE Position: Q2 2026 in Review

Rockbridge Investment Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 12% in Q2 2026, selling an estimated $137K and leaving 21,269 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #65.

Rockbridge Investment Management first reported a position in DFSE in Q4 2023 and has held it in 11 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Rockbridge Investment Management held 21,269 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.04M as of Q2 2026.
  • Rockbridge Investment Management sold 2,865 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $137K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.08% of Rockbridge Investment Management's portfolio in Q2 2026, its #65 holding.
  • Rockbridge Investment Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 11 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.