BGWM
DFSE

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
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

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

Bridge Generations Wealth Management's DFSE Position: Q1 2026 in Review

Bridge Generations Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 6.4% in Q1 2026, buying an estimated $13.8K and bringing the position to 5,199 shares worth $220K. The position accounts for 0.13% of the portfolio, ranked #32.

Bridge Generations Wealth Management first reported a position in DFSE in Q4 2024 and has held it in 6 quarters since. The position peaked at $358K in Q1 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Bridge Generations Wealth Management held 5,199 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $220K as of Q1 2026.
  • Bridge Generations Wealth Management bought 315 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $13.8K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.13% of Bridge Generations Wealth Management's portfolio in Q1 2026, its #32 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 6 quarters since.
  • Bridge Generations Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $358K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Bridge Generations Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.