WA
DFSE

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

Wealth Architects’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 		$7.58M Sell
154,990
-1,161
-0.7% -$55.5K 0.6% 33
2026
Q1 		$6.62M Sell
156,151
-1,624
-1% -$71.4K 0.59% 32
2025
Q4 		$6.54M Buy
157,775
+11,294
+8% +$467K 0.59% 34
2025
Q3 		$6.02M Buy
146,481
+4,670
+3% +$184K 0.57% 34
2025
Q2 		$5.4M Buy
141,811
+20,900
+17% +$733K 0.55% 34
2025
Q1 		$4.07M Buy
120,911
+13,188
+12% +$447K 0.45% 36
2024
Q4 		$3.57M Buy
107,723
+14,368
+15% +$495K 0.4% 39
2024
Q3 		$3.31M Buy
93,355
+13,568
+17% +$459K 0.37% 43
2024
Q2 		$2.67M Buy
79,787
+19,342
+32% +$638K 0.33% 46
2024
Q1 		$1.95M Buy
60,445
+9,086
+18% +$284K 0.26% 53
2023
Q4 		$1.62M Buy
51,359
+5,501
+12% +$164K 0.23% 53
2023
Q3 		$1.35M Buy
45,858
+18,453
+67% +$566K 0.23% 58
2023
Q2 		$834K Buy
+27,405
New +$820K 0.14% 72

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

Wealth Architects's DFSE Position: Q2 2026 in Review

Wealth Architects reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.74% in Q2 2026, selling an estimated $55.5K and leaving 154,990 shares worth $7.58M. The position accounts for 0.6% of the portfolio, ranked #33.

Wealth Architects first reported a position in DFSE in Q2 2023 and has held it in 13 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Wealth Architects held 154,990 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $7.58M as of Q2 2026.
  • Wealth Architects sold 1,161 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $55.5K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.6% of Wealth Architects's portfolio in Q2 2026, its #33 holding.
  • Wealth Architects first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 13 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.