TWA
DFSE

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
Q2 		$4.12M Sell
84,357
-646
-0.8% -$30.9K 0.18% 51
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

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

TCI Wealth Advisors's DFSE Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.76% in Q2 2026, selling an estimated $30.9K and leaving 84,357 shares worth $4.12M. The position accounts for 0.18% of the portfolio, ranked #51.

TCI Wealth Advisors first reported a position in DFSE in Q4 2022 and has held it in 11 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • TCI Wealth Advisors held 84,357 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $4.12M as of Q2 2026.
  • TCI Wealth Advisors sold 646 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $30.9K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.18% of TCI Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • TCI Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 11 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.