TI
DFSE

Truepoint Inc’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Truepoint Inc’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 		$1.45M Sell
29,629
-2,342
-7% -$112K 0.03% 64
2026
Q1 		$1.35M Buy
31,971
+282
+0.9% +$12.4K 0.03% 66
2025
Q4 		$1.31M Buy
31,689
+40
+0.1% +$1.65K 0.03% 66
2025
Q3 		$1.3M Sell
31,649
-52
-0.2% -$2.05K 0.03% 65
2025
Q2 		$1.21M Sell
31,701
-1,439
-4% -$50.4K 0.03% 66
2025
Q1 		$1.12M Buy
33,140
+1,082
+3% +$36.7K 0.03% 65
2024
Q4 		$1.06M Buy
32,058
+171
+0.5% +$5.89K 0.03% 64
2024
Q3 		$1.13M Buy
31,887
+5,366
+20% +$181K 0.03% 60
2024
Q2 		$887K Buy
26,521
+2,285
+9% +$75.4K 0.03% 60
2024
Q1 		$780K Buy
24,236
+4,943
+26% +$154K 0.02% 69
2023
Q4 		$610K Buy
19,293
+94
+0.5% +$2.81K 0.02% 114
2023
Q3 		$564K Hold
19,199
– – 0.02% 109
2023
Q2 		$584K Buy
19,199
+1,343
+8% +$40.2K 0.02% 93
2023
Q1 		$534K Buy
+17,856
New +$529K 0.02% 91

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

Truepoint Inc's DFSE Position: Q2 2026 in Review

Truepoint Inc reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 7.3% in Q2 2026, selling an estimated $112K and leaving 29,629 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #64.

Truepoint Inc first reported a position in DFSE in Q1 2023 and has held it in 14 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Truepoint Inc held 29,629 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.45M as of Q2 2026.
  • Truepoint Inc sold 2,342 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $112K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of Truepoint Inc's portfolio in Q2 2026, its #64 holding.
  • Truepoint Inc first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.