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

Drive 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	$3.55M	Sell	72,657 -1,731	-2%	-$82.8K	0.63%	33
2026 Q1	$3.15M	Buy	74,388 +8,324	+13%	+$366K	0.67%	30
2025 Q4	$2.74M	Buy	66,064 +6,105	+10%	+$252K	0.53%	41
2025 Q3	$2.46M	Buy	59,959 +2,685	+5%	+$106K	0.52%	39
2025 Q2	$2.18M	Buy	57,274 +1,147	+2%	+$40.2K	0.48%	44
2025 Q1	$1.89M	Sell	56,127 -4,155	-7%	-$141K	0.44%	48
2024 Q4	$2M	Buy	60,282 +711	+1%	+$24.5K	0.49%	37
2024 Q3	$2.11M	Buy	59,571 +795	+1%	+$26.9K	0.55%	30
2024 Q2	$1.97M	Buy	58,776 +5,306	+10%	+$175K	0.53%	34
2024 Q1	$1.72M	Buy	53,470 +8,751	+20%	+$274K	0.48%	36
2023 Q4	$1.41M	Buy	44,719 +4,906	+12%	+$147K	0.46%	45
2023 Q3	$1.17M	Buy	+39,813	New	+$1.22M	0.43%	51

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

Drive Wealth Management's DFSE Position: Q2 2026 in Review

Drive Wealth Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 2.3% in Q2 2026, selling an estimated $82.8K and leaving 72,657 shares worth $3.55M. The position accounts for 0.63% of the portfolio, ranked #33.

Drive Wealth Management first reported a position in DFSE in Q3 2023 and has held it in 12 quarters since. 183 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Drive Wealth Management held 72,657 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $3.55M as of Q2 2026.
Drive Wealth Management sold 1,731 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $82.8K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.63% of Drive Wealth Management's portfolio in Q2 2026, its #33 holding.
Drive Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2023 and has held it in 12 quarters since.
183 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.