SSC
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Syverson Strege & Co’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Syverson Strege & Co’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 		$653K Sell
13,363
-21
-0.2% -$1K 0.14% 70
2026
Q1 		$567K Sell
13,384
-322
-2% -$14.2K 0.14% 66
2025
Q4 		$569K Sell
13,706
-506
-4% -$20.9K 0.13% 63
2025
Q3 		$584K Sell
14,212
-578
-4% -$22.8K 0.14% 64
2025
Q2 		$563K Buy
14,790
+6
+0% +$210 0.13% 68
2025
Q1 		$498K Buy
14,784
+2,265
+18% +$76.7K 0.16% 43
2024
Q4 		$415K Buy
12,519
+930
+8% +$32K 0.14% 50
2024
Q3 		$410K Buy
11,589
+133
+1% +$4.5K 0.14% 43
2024
Q2 		$383K Buy
11,456
+507
+5% +$16.7K 0.13% 50
2024
Q1 		$353K Buy
10,949
+414
+4% +$12.9K 0.13% 50
2023
Q4 		$333K Buy
+10,535
New +$315K 0.13% 50
2023
Q2 		– Sell
-582
Closed -$17.4K – 205
2023
Q1 		$17.4K Buy
582
+76
+15% +$2.25K 0.01% 195
2022
Q4 		$14.3K Buy
+506
New +$14.1K 0.01% 186

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

Syverson Strege & Co's DFSE Position: Q2 2026 in Review

Syverson Strege & Co reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.16% in Q2 2026, selling an estimated $1K and leaving 13,363 shares worth $653K. The position accounts for 0.14% of the portfolio, ranked #70.

Syverson Strege & Co first reported a position in DFSE in Q4 2022 and has held it in 13 quarters since. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Syverson Strege & Co held 13,363 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $653K as of Q2 2026.
  • Syverson Strege & Co sold 21 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $1K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.14% of Syverson Strege & Co's portfolio in Q2 2026, its #70 holding.
  • Syverson Strege & Co first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 13 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.