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 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%	+$9.72K	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 $1.25B AUM 18.15% 1-Year Est. Return

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 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

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

Seven Mile Advisory's DFSE Position: Q2 2026 in Review

Seven Mile Advisory reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4% in Q2 2026, selling an estimated $39K and leaving 19,663 shares worth $961K. The position accounts for 0.65% of the portfolio, ranked #28.

Seven Mile Advisory first reported a position in DFSE in Q2 2023 and has held it in 13 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Seven Mile Advisory held 19,663 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $961K as of Q2 2026.
Seven Mile Advisory sold 816 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $39K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.65% of Seven Mile Advisory's portfolio in Q2 2026, its #28 holding.
Seven Mile Advisory first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Seven Mile Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.