BWA
DFSE

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

Babb Wealth Advisors’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
Q1 		$470K Buy
11,104
+100
+0.9% +$4.4K 0.26% 16
2025
Q4 		$456K Buy
11,004
+1,807
+20% +$74.7K 0.26% 16
2025
Q3 		$378K Sell
9,197
-75
-0.8% -$2.96K 0.25% 15
2025
Q2 		$353K Buy
9,272
+19
+0.2% +$666 0.26% 15
2025
Q1 		$312K Sell
9,253
-231
-2% -$7.83K 0.25% 17
2024
Q4 		$314K Buy
+9,484
New +$327K 0.25% 16

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Babb Wealth Advisors's DFSE Position: Q1 2026 in Review

Babb Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.91% in Q1 2026, buying an estimated $4.4K and bringing the position to 11,104 shares worth $470K. The position accounts for 0.26% of the portfolio, ranked #16.

Babb Wealth Advisors first reported a position in DFSE in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Babb Wealth Advisors held 11,104 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $470K as of Q1 2026.
  • Babb Wealth Advisors bought 100 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $4.4K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.26% of Babb Wealth Advisors's portfolio in Q1 2026, its #16 holding.
  • Babb Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Babb Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.