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Vise Technologies’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Vise Technologies’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 		$682K Buy
13,960
+6,987
+100% +$334K 0.01% 985
2026
Q1 		$289K Hold
6,973
– – 0.01% 1156
2025
Q4 		$289K Buy
+6,973
New +$288K 0.01% 1164

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Focus Partners Wealth
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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

Vise Technologies's DFSE Position: Q2 2026 in Review

Vise Technologies increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 100% in Q2 2026, buying an estimated $334K and bringing the position to 13,960 shares worth $682K. The position accounts for 0.01% of the portfolio, ranked #985.

Vise Technologies first reported a position in DFSE in Q4 2025 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Vise Technologies held 13,960 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $682K as of Q2 2026.
  • Vise Technologies bought 6,987 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $334K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #985 holding.
  • Vise Technologies first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.