Wealth Enhancement Advisory Services
DFSE

Wealth Enhancement Advisory Services’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Wealth Enhancement Advisory Services’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 		$3.22M Sell
66,534
-6,473
-9% -$310K 0.01% 1269
2026
Q1 		$3.09M Sell
73,007
-11,611
-14% -$510K 0.01% 1162
2025
Q4 		$3.64M Sell
84,618
-2,245
-3% -$92.8K ﹤0.01% 1182
2025
Q3 		$3.61M Sell
86,863
-9,709
-10% -$384K 0.01% 1127
2025
Q2 		$3.71M Sell
96,572
-3,164
-3% -$111K 0.01% 1038
2025
Q1 		$3.36M Sell
99,736
-207
-0.2% -$7.01K 0.01% 996
2024
Q4 		$3.31M Sell
99,943
-751
-0.7% -$25.9K 0.01% 952
2024
Q3 		$3.57M Buy
100,694
+14,469
+17% +$489K 0.01% 834
2024
Q2 		$2.89M Sell
86,225
-4,716
-5% -$156K 0.01% 861
2024
Q1 		$2.93M Buy
90,941
+7,172
+9% +$224K 0.01% 818
2023
Q4 		$2.65M Buy
83,769
+13,653
+19% +$408K 0.01% 802
2023
Q3 		$2.06M Buy
+70,116
New +$2.15M 0.01% 849

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 Enhancement Advisory Services's DFSE Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 8.9% in Q2 2026, selling an estimated $310K and leaving 66,534 shares worth $3.22M. The position accounts for 0.01% of the portfolio, ranked #1269.

Wealth Enhancement Advisory Services first reported a position in DFSE in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.71M in Q2 2025. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 66,534 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $3.22M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 6,473 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $310K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1269 holding.
  • Wealth Enhancement Advisory Services first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $3.71M in Q2 2025.
  • 183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.