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

Sequoia 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 		$877K Buy
17,942
+1,848
+11% +$88.4K ﹤0.01% 1012
2026
Q1 		$682K Buy
16,094
+4
+0% +$176 ﹤0.01% 1086
2025
Q4 		$667K Buy
16,090
+1,114
+7% +$46.1K ﹤0.01% 1111
2025
Q3 		$615K Sell
14,976
-126
-0.8% -$4.98K ﹤0.01% 1028
2025
Q2 		$575K Buy
15,102
+46
+0.3% +$1.61K ﹤0.01% 932
2025
Q1 		$507K Buy
+15,056
New +$510K ﹤0.01% 851

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

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

Sequoia Financial Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 11% in Q2 2026, buying an estimated $88.4K and bringing the position to 17,942 shares worth $877K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Sequoia Financial Advisors first reported a position in DFSE in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Sequoia Financial Advisors held 17,942 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $877K as of Q2 2026.
  • Sequoia Financial Advisors bought 1,848 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $88.4K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1012 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.