Seven Mile Advisory’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Seven Mile Advisory’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 Q3	$949K	Sell	19,620 -43	-0.2%	-$2.06K	0.64%	27
2026 Q2	$961K	Sell	19,663 -816	-4%	-$39K	0.65%	28
2026 Q1	$868K	Sell	20,479 -2,048	-9%	-$90K	0.63%	25
2025 Q4	$934K	Buy	22,527 +1,336	+6%	+$55.2K	0.16%	73
2025 Q3	$871K	Sell	21,191 -504	-2%	-$19.9K	0.14%	79
2025 Q2	$826K	Hold	21,695	–	–	0.5%	31
2025 Q1	$731K	Hold	21,695	–	–	0.49%	36
2024 Q4	$719K	Hold	21,695	–	–	0.46%	32
2024 Q3	$768K	Hold	21,695	–	–	0.51%	33
2024 Q2	$726K	Hold	21,695	–	–	0.53%	32
2024 Q1	$699K	Buy	21,695 +968	+5%	+$30.3K	0.53%	36
2023 Q4	$655K	Buy	20,727 +325	+2%	+$9.7K	0.57%	35
2023 Q3	$600K	Hold	20,402	–	–	0.63%	34
2023 Q2	$621K	Buy	+20,402	New	+$610K	0.72%	29

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Seven Mile Advisory's DFSE Position: Q3 2026 in Review

Seven Mile Advisory reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.22% in Q3 2026, selling an estimated $2.06K and leaving 19,620 shares worth $949K. The position accounts for 0.64% of the portfolio, ranked #27.

Seven Mile Advisory first reported a position in DFSE in Q2 2023 and has held it in 14 quarters since. The position peaked at $961K in Q2 2026. 75 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Seven Mile Advisory held 19,620 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $949K as of Q3 2026.
Seven Mile Advisory sold 43 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $2.06K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.64% of Seven Mile Advisory's portfolio in Q3 2026, its #27 holding.
Seven Mile Advisory first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 14 quarters since.
Seven Mile Advisory's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $961K in Q2 2026.
75 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Seven Mile Advisory's 13F filing for Q3 2026, filed 22 Oct 2026.