Bridge Generations Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Bridge Generations Wealth Management’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	$254K	Hold	5,199	–	–	0.13%	31
2026 Q1	$220K	Buy	5,199 +315	+6%	+$13.8K	0.13%	32
2025 Q4	$203K	Hold	4,884	–	–	0.13%	32
2025 Q3	$201K	Hold	4,884	–	–	0.13%	33
2025 Q2	$186K	Sell	4,884 -5,740	-54%	-$201K	0.11%	34
2025 Q1	$358K	Sell	10,624 -129	-1%	-$4.37K	0.22%	29
2024 Q4	$356K	Buy	+10,753	New	+$370K	0.24%	22

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

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 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

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

Bridge Generations Wealth Management's DFSE Position: Q2 2026 in Review

Bridge Generations Wealth Management held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q2 2026 at 5,199 shares worth $254K. The position accounts for 0.13% of the portfolio, ranked #31.

Bridge Generations Wealth Management first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q1 2025. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Bridge Generations Wealth Management held 5,199 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $254K as of Q2 2026.
Bridge Generations Wealth Management left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.13% of Bridge Generations Wealth Management's portfolio in Q2 2026, its #31 holding.
Bridge Generations Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
Bridge Generations Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $358K in Q1 2025.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.