Root Financial Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Root Financial Partners’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	$549K	Buy	12,951 +5,978	+86%	+$263K	0.03%	153
2025 Q4	$289K	Buy	6,973 +2,688	+63%	+$111K	0.01%	233
2025 Q3	$176K	Buy	+4,285	New	+$169K	0.01%	306
2025 Q2	–	Sell	-6,739	Closed	-$227K	–	256
2025 Q1	$227K	Buy	+6,739	New	+$228K	0.02%	191

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

Root Financial Partners's DFSE Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 86% in Q1 2026, buying an estimated $263K and bringing the position to 12,951 shares worth $549K. The position accounts for 0.03% of the portfolio, ranked #153.

Root Financial Partners first reported a position in DFSE in Q1 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

Root Financial Partners held 12,951 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $549K as of Q1 2026.
Root Financial Partners bought 5,978 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $263K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of Root Financial Partners's portfolio in Q1 2026, its #153 holding.
Root Financial Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 4 quarters since.
173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.