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 Q3	$565K	Buy	11,680 +1,672	+17%	+$80.3K	0.26%	15
2026 Q2	$489K	Sell	10,008 -1,096	-10%	-$52.4K	0.24%	16
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%	-$7.82K	0.25%	17
2024 Q4	$314K	Buy	+9,484	New	+$327K	0.25%	16

Other funds holding DFSE

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

MASECO Private Wealth London $3.65B AUM 9.71% 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 $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

Babb Wealth Advisors's DFSE Position: Q3 2026 in Review

Babb Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 17% in Q3 2026, buying an estimated $80.3K and bringing the position to 11,680 shares worth $565K. The position accounts for 0.26% of the portfolio, ranked #15.

Babb Wealth Advisors first reported a position in DFSE in Q4 2024 and has held it in 8 quarters since. 83 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Babb Wealth Advisors held 11,680 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $565K as of Q3 2026.
Babb Wealth Advisors bought 1,672 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $80.3K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.26% of Babb Wealth Advisors's portfolio in Q3 2026, its #15 holding.
Babb Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
83 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Babb Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.