DiNuzzo Private Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

DiNuzzo Private Wealth’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	$239K	Hold	4,941	–	–	0.02%	76
2026 Q2	$242K	Sell	4,941 -60	-1%	-$2.87K	0.02%	73
2026 Q1	$212K	Buy	5,001 +609	+14%	+$26.8K	0.02%	79
2025 Q4	$182K	Sell	4,392 -412	-9%	-$17K	0.02%	84
2025 Q3	$191K	Buy	4,804 +175	+4%	+$6.91K	0.02%	79
2025 Q2	$176K	Sell	4,629 -95	-2%	-$3.33K	0.02%	82
2025 Q1	$159K	Sell	4,724 -6	-0.1%	-$203	0.02%	82
2024 Q4	$157K	Sell	4,730 -7,252	-61%	-$250K	0.02%	81
2024 Q3	$424K	Buy	11,982 +247	+2%	+$8.35K	0.05%	57
2024 Q2	$393K	Sell	11,735 -524	-4%	-$17.3K	0.05%	39
2024 Q1	$395K	Buy	12,259 +68	+0.6%	+$2.12K	0.05%	40
2023 Q4	$386K	Buy	+12,191	New	+$365K	0.05%	39

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

DiNuzzo Private Wealth's DFSE Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q3 2026 at 4,941 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #76.

DiNuzzo Private Wealth first reported a position in DFSE in Q4 2023 and has held it in 12 quarters since. The position peaked at $424K in Q3 2024. 71 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

DiNuzzo Private Wealth held 4,941 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $239K as of Q3 2026.
DiNuzzo Private Wealth left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q3 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #76 holding.
DiNuzzo Private Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $424K in Q3 2024.
71 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.