BWG
DEXC

Beta Wealth Group’s Dimensional Emerging Markets ex China Core Equity ETF DEXC Stock Holding History

Beta Wealth Group’s Portfolio DEXC Stock Details DEXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.67M Sell
102,839
-5,308
-5% -$350K 2.76% 13
2025
Q4 		$6.55M Sell
108,147
-4,670
-4% -$274K 2.63% 14
2025
Q3 		$6.38M Buy
112,817
+12,375
+12% +$685K 2.52% 15
2025
Q2 		$5.48M Buy
+100,442
New +$5.05M 2.01% 14

Other funds holding DEXC

FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
BFA
Brown Financial Advisory Fairhope, Alabama $202M AUM 18.83% 1-Year Est. Return
KMWM
Keudell/Morrison Wealth Management Salem, Oregon $529M AUM
ME
McIlrath & Eck Arlington, Washington $1.35B AUM 15.78% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RWRC
R.W. Roge & Company Bohemia, New York $210M AUM 18.75% 1-Year Est. Return
MWA
Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Beta Wealth Group's DEXC Position: Q1 2026 in Review

Beta Wealth Group reduced its Dimensional Emerging Markets ex China Core Equity ETF (DEXC) stake by 4.9% in Q1 2026, selling an estimated $350K and leaving 102,839 shares worth $6.67M. The position accounts for 2.76% of the portfolio, ranked #13.

Beta Wealth Group first reported a position in DEXC in Q2 2025 and has held it in 4 quarters since. 50 funds tracked by Wall St. Rank hold DEXC as of Q1 2026.

  • Beta Wealth Group held 102,839 shares of Dimensional Emerging Markets ex China Core Equity ETF worth $6.67M as of Q1 2026.
  • Beta Wealth Group sold 5,308 Dimensional Emerging Markets ex China Core Equity ETF shares in Q1 2026, an estimated $350K.
  • Dimensional Emerging Markets ex China Core Equity ETF made up 2.76% of Beta Wealth Group's portfolio in Q1 2026, its #13 holding.
  • Beta Wealth Group first reported a position in Dimensional Emerging Markets ex China Core Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional Emerging Markets ex China Core Equity ETF as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.