B
DFSE

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
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

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

BetterWealth's DFSE Position: Q2 2026 in Review

BetterWealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 5.8% in Q2 2026, buying an estimated $34K and bringing the position to 13,068 shares worth $639K. The position accounts for 0.11% of the portfolio, ranked #46.

BetterWealth first reported a position in DFSE in Q1 2023 and has held it in 14 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • BetterWealth held 13,068 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $639K as of Q2 2026.
  • BetterWealth bought 711 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $34K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.11% of BetterWealth's portfolio in Q2 2026, its #46 holding.
  • BetterWealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 14 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on BetterWealth's 13F filing for Q2 2026, filed 22 Jul 2026.