AWM Capital’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

AWM Capital’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	$43.4M	Buy	896,664 +74,807	+9%	+$3.59M	3.05%	10
2026 Q2	$40.2M	Buy	821,857 +61,181	+8%	+$2.93M	3.22%	9
2026 Q1	$32.2M	Buy	760,676 +43,835	+6%	+$1.93M	2.92%	10
2025 Q4	$29.7M	Buy	716,841 +41,251	+6%	+$1.71M	2.7%	10
2025 Q3	$27.8M	Buy	675,590 +48,365	+8%	+$1.91M	2.52%	11
2025 Q2	$23.9M	Sell	627,225 -254,991	-29%	-$8.94M	2.51%	10
2025 Q1	$29.7M	Buy	882,216 +30,624	+4%	+$1.04M	3.47%	9
2024 Q4	$28.2M	Buy	851,592 +32,571	+4%	+$1.12M	3.45%	9
2024 Q3	$29M	Buy	819,021 +181,548	+28%	+$6.14M	3.5%	9
2024 Q2	$21.3M	Buy	637,473 +101,027	+19%	+$3.33M	3.24%	9
2024 Q1	$17.3M	Buy	536,446 +92,848	+21%	+$2.9M	2.88%	11
2023 Q4	$14M	Buy	443,598 +55,767	+14%	+$1.67M	2.57%	12
2023 Q3	$11.4M	Buy	387,831 +195,265	+101%	+$5.99M	2.32%	13
2023 Q2	$5.86M	Buy	192,566 +115,067	+148%	+$3.44M	1.41%	17
2023 Q1	$2.32M	Buy	77,499 +44,411	+134%	+$1.32M	0.65%	24
2022 Q4	$932K	Buy	+33,088	New	+$923K	0.32%	31

Other funds holding DFSE

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

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

AIC

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

AWM Capital's DFSE Position: Q3 2026 in Review

AWM Capital increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 9.1% in Q3 2026, buying an estimated $3.59M and bringing the position to 896,664 shares worth $43.4M. The position accounts for 3.05% of the portfolio, ranked #10.

AWM Capital first reported a position in DFSE in Q4 2022 and has held it in 16 quarters since. 36 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

AWM Capital held 896,664 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $43.4M as of Q3 2026.
AWM Capital bought 74,807 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $3.59M.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 3.05% of AWM Capital's portfolio in Q3 2026, its #10 holding.
AWM Capital first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 16 quarters since.
36 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on AWM Capital's 13F filing for Q3 2026, filed 16 Oct 2026.