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

Trellis 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
Q3 		$624K Buy
12,907
+18
+0.1% +$864 0.21% 29
2026
Q2 		$630K Buy
12,889
+18
+0.1% +$861 0.22% 28
2026
Q1 		$545K Sell
12,871
-2,838
-18% -$125K 0.21% 29
2025
Q4 		$652K Buy
15,709
+41
+0.3% +$1.7K 0.25% 26
2025
Q3 		$644K Sell
15,668
-616
-4% -$24.3K 0.26% 25
2025
Q2 		$620K Buy
16,284
+106
+0.7% +$3.72K 0.27% 24
2025
Q1 		$545K Buy
16,178
+55
+0.3% +$1.86K 0.26% 23
2024
Q4 		$534K Sell
16,123
-943
-6% -$32.5K 0.27% 21
2024
Q3 		$604K Buy
17,066
+868
+5% +$29.3K 0.3% 20
2024
Q2 		$542K Buy
16,198
+2,983
+23% +$98.4K 0.3% 19
2024
Q1 		$426K Buy
13,215
+243
+2% +$7.6K 0.24% 21
2023
Q4 		$410K Sell
12,972
-11,415
-47% -$341K 0.22% 28
2023
Q3 		$717K Buy
+24,387
New +$748K 0.45% 20

Other funds holding DFSE

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $481M AUM 18.93% 1-Year Est. Return

Trellis Wealth Advisors's DFSE Position: Q3 2026 in Review

Trellis Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.14% in Q3 2026, buying an estimated $864 and bringing the position to 12,907 shares worth $624K. The position accounts for 0.21% of the portfolio, ranked #29.

Trellis Wealth Advisors first reported a position in DFSE in Q3 2023 and has held it in 13 quarters since. The position peaked at $717K in Q3 2023. 40 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

  • Trellis Wealth Advisors held 12,907 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $624K as of Q3 2026.
  • Trellis Wealth Advisors bought 18 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $864.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.21% of Trellis Wealth Advisors's portfolio in Q3 2026, its #29 holding.
  • Trellis Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2023 and has held it in 13 quarters since.
  • Trellis Wealth Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $717K in Q3 2023.
  • 40 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Trellis Wealth Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.