VBA
DFSE

von Borstel & Associates’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

von Borstel & Associates’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 		$413K Buy
8,466
+3,061
+57% +$146K 0.08% 30
2026
Q1 		$229K Buy
+5,405
New +$238K 0.05% 38
2025
Q2 		– Sell
-4,909
Closed -$165K – 63
2025
Q1 		$165K Buy
+4,909
New +$166K 0.05% 43

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

von Borstel & Associates's DFSE Position: Q2 2026 in Review

von Borstel & Associates increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 57% in Q2 2026, buying an estimated $146K and bringing the position to 8,466 shares worth $413K. The position accounts for 0.08% of the portfolio, ranked #30.

von Borstel & Associates first reported a position in DFSE in Q1 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • von Borstel & Associates held 8,466 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $413K as of Q2 2026.
  • von Borstel & Associates bought 3,061 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $146K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.08% of von Borstel & Associates's portfolio in Q2 2026, its #30 holding.
  • von Borstel & Associates first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.