XY Planning Network’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

XY Planning Network’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 Q3	$649K	Sell	13,424 -113	-0.8%	-$5.42K	0.07%	207
2026 Q2	$662K	Buy	13,537 +8,105	+149%	+$388K	0.08%	179
2026 Q1	$232K	Buy	5,432 +11	+0.2%	+$484	0.04%	260
2025 Q4	$225K	Buy	+5,421	New	+$224K	0.04%	241

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Retirement Solution Redmond, Washington $526M AUM 15.98% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

XY Planning Network's DFSE Position: Q3 2026 in Review

XY Planning Network reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.83% in Q3 2026, selling an estimated $5.42K and leaving 13,424 shares worth $649K. The position accounts for 0.07% of the portfolio, ranked #207.

XY Planning Network first reported a position in DFSE in Q4 2025 and has held it in 4 quarters since. The position peaked at $662K in Q2 2026. 60 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

XY Planning Network held 13,424 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $649K as of Q3 2026.
XY Planning Network sold 113 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $5.42K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.07% of XY Planning Network's portfolio in Q3 2026, its #207 holding.
XY Planning Network first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and has held it in 4 quarters since.
XY Planning Network's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $662K in Q2 2026.
60 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.