CMBA
DFSE

C.M. Bidwell & Associates’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

C.M. Bidwell & Associates’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 		$33.9K Hold
800
– – 0.02% 241
2025
Q4 		$33.2K Hold
800
– – 0.02% 240
2025
Q3 		$32.9K Hold
800
– – 0.02% 237
2025
Q2 		$30.4K Hold
800
– – 0.02% 238
2025
Q1 		$26.9K Hold
800
– – 0.02% 239
2024
Q4 		$26.5K Hold
800
– – 0.02% 248
2024
Q3 		$28.3K Hold
800
– – 0.02% 244
2024
Q2 		$26.8K Hold
800
– – 0.02% 252
2024
Q1 		$25.8K Buy
+800
New +$25K 0.02% 252

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 $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

C.M. Bidwell & Associates's DFSE Position: Q1 2026 in Review

C.M. Bidwell & Associates held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q1 2026 at 800 shares worth $33.9K. The position accounts for 0.02% of the portfolio, ranked #241.

C.M. Bidwell & Associates first reported a position in DFSE in Q1 2024 and has held it in 9 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • C.M. Bidwell & Associates held 800 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $33.9K as of Q1 2026.
  • C.M. Bidwell & Associates left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #241 holding.
  • C.M. Bidwell & Associates first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2024 and has held it in 9 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.