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Strategic Investment Solutions’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Strategic Investment Solutions’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 		$5.8K Buy
119
+41
+53% +$1.96K ﹤0.01% 494
2026
Q1 		$3.31K Hold
78
– – ﹤0.01% 529
2025
Q4 		$3.23K Buy
78
+1
+1% +$41 ﹤0.01% 512
2025
Q3 		$3.18K Hold
77
– – ﹤0.01% 486
2025
Q2 		$2.92K Buy
77
+1
+1% +$35 ﹤0.01% 477
2025
Q1 		$2.57K Hold
76
– – ﹤0.01% 500
2024
Q4 		$2.52K Hold
76
– – ﹤0.01% 518
2024
Q3 		$2.68K Buy
76
+1
+1% +$34 ﹤0.01% 485
2024
Q2 		$2.54K Buy
+75
New +$2.47K ﹤0.01% 483
2023
Q2 		– Sell
-1,965
Closed -$58.7K – 897
2023
Q1 		$58.7K Buy
+1,965
New +$58.3K 0.01% 340

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

Strategic Investment Solutions's DFSE Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 53% in Q2 2026, buying an estimated $1.96K and bringing the position to 119 shares worth $5.8K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

Strategic Investment Solutions first reported a position in DFSE in Q1 2023 and has held it in 10 quarters since. The position peaked at $58.7K in Q1 2023. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Strategic Investment Solutions held 119 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $5.8K as of Q2 2026.
  • Strategic Investment Solutions bought 41 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1.96K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Strategic Investment Solutions's portfolio in Q2 2026, its #494 holding.
  • Strategic Investment Solutions first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 10 quarters since.
  • Strategic Investment Solutions's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $58.7K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.