TCI Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

TCI Wealth 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 Q1	$3.6M	Sell	85,003 -42	-0%	-$1.85K	0.19%	53
2025 Q4	$3.53M	Buy	85,045 +6,185	+8%	+$256K	0.19%	54
2025 Q3	$3.24M	Buy	78,860 +32,023	+68%	+$1.26M	0.19%	56
2025 Q2	$1.78M	Buy	+46,837	New	+$1.64M	0.12%	66
2025 Q1	–	Sell	-12,685	Closed	-$420K	–	235
2024 Q4	$420K	Buy	12,685 +755	+6%	+$26K	0.04%	141
2024 Q3	$423K	Buy	11,930 +4,233	+55%	+$143K	0.04%	150
2024 Q2	$258K	Buy	7,697 +5	+0.1%	+$165	0.02%	190
2024 Q1	$248K	Buy	+7,692	New	+$240K	0.02%	188
2023 Q2	–	Sell	-5,500	Closed	-$164K	–	730
2023 Q1	$164K	Hold	5,500	–	–	0.02%	206
2022 Q4	$155K	Buy	+5,500	New	+$153K	0.02%	201

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

TCI Wealth Advisors's DFSE Position: Q1 2026 in Review

TCI Wealth Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.05% in Q1 2026, selling an estimated $1.85K and leaving 85,003 shares worth $3.6M. The position accounts for 0.19% of the portfolio, ranked #53.

TCI Wealth Advisors first reported a position in DFSE in Q4 2022 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

TCI Wealth Advisors held 85,003 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $3.6M as of Q1 2026.
TCI Wealth Advisors sold 42 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $1.85K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.19% of TCI Wealth Advisors's portfolio in Q1 2026, its #53 holding.
TCI Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 10 quarters since.
173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.