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

BetterWealth’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 		$652K Buy
13,490
+422
+3% +$20.3K 0.11% 42
2026
Q2 		$639K Buy
13,068
+711
+6% +$34K 0.11% 46
2026
Q1 		$524K Sell
12,357
-171
-1% -$7.52K 0.1% 44
2025
Q4 		$520K Sell
12,528
-1,931
-13% -$79.8K 0.12% 39
2025
Q3 		$594K Buy
14,459
+651
+5% +$25.7K 0.14% 37
2025
Q2 		$526K Buy
13,808
+168
+1% +$5.89K 0.13% 34
2025
Q1 		$459K Sell
13,640
-4,247
-24% -$144K 0.13% 35
2024
Q4 		$593K Sell
17,887
-86
-0.5% -$2.96K 0.16% 35
2024
Q3 		$637K Sell
17,973
-196
-1% -$6.63K 0.19% 31
2024
Q2 		$608K Sell
18,169
-483
-3% -$15.9K 0.19% 30
2024
Q1 		$601K Buy
18,652
+690
+4% +$21.6K 0.2% 34
2023
Q4 		$568K Buy
17,962
+384
+2% +$11.5K 0.19% 35
2023
Q3 		$517K Sell
17,578
-266
-1% -$8.16K 0.21% 27
2023
Q2 		$543K Buy
17,844
+858
+5% +$25.7K 0.21% 25
2023
Q1 		$508K Buy
+16,986
New +$504K 0.21% 26

Other funds holding DFSE

AWM Capital
AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Elser Financial Planning
Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return
SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Klaas Financial Asset Advisors
Klaas Financial Asset Advisors Loves Park, Illinois $801M AUM 6.89% 1-Year Est. Return

BetterWealth's DFSE Position: Q3 2026 in Review

BetterWealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 3.2% in Q3 2026, buying an estimated $20.3K and bringing the position to 13,490 shares worth $652K. The position accounts for 0.11% of the portfolio, ranked #42.

BetterWealth first reported a position in DFSE in Q1 2023 and has held it in 15 quarters since. 32 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

  • BetterWealth held 13,490 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $652K as of Q3 2026.
  • BetterWealth bought 422 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $20.3K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.11% of BetterWealth's portfolio in Q3 2026, its #42 holding.
  • BetterWealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 15 quarters since.
  • 32 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.