GWM
DFSE

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

Grand 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 		$375K Buy
8,850
+1,734
+24% +$76.2K 0.18% 27
2025
Q4 		$295K Sell
7,116
-84
-1% -$3.47K 0.13% 34
2025
Q3 		$296K Buy
7,200
+640
+10% +$25.3K 0.14% 33
2025
Q2 		$250K Buy
6,560
+29
+0.4% +$1.02K 0.13% 36
2025
Q1 		$220K Sell
6,531
-437
-6% -$14.8K 0.12% 36
2024
Q4 		$231K Buy
6,968
+601
+9% +$20.7K 0.13% 33
2024
Q3 		$226K Buy
6,367
+1,159
+22% +$39.2K 0.13% 34
2024
Q2 		$174K Sell
5,208
-4,064
-44% -$134K 0.1% 37
2024
Q1 		$299K Buy
9,272
+1,877
+25% +$58.7K 0.14% 37
2023
Q4 		$234K Sell
7,395
-475
-6% -$14.2K 0.13% 40
2023
Q3 		$231K Buy
7,870
+692
+10% +$21.2K 0.14% 37
2023
Q2 		$219K Buy
7,178
+2,495
+53% +$74.6K 0.13% 39
2023
Q1 		$140K Sell
4,683
-370
-7% -$11K 0.08% 41
2022
Q4 		$142K Buy
+5,053
New +$141K 0.09% 42

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 $952M AUM 22.68% 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

Grand Wealth Management's DFSE Position: Q1 2026 in Review

Grand Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 24% in Q1 2026, buying an estimated $76.2K and bringing the position to 8,850 shares worth $375K. The position accounts for 0.18% of the portfolio, ranked #27.

Grand Wealth Management first reported a position in DFSE in Q4 2022 and has held it in 14 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Grand Wealth Management held 8,850 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $375K as of Q1 2026.
  • Grand Wealth Management bought 1,734 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $76.2K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.18% of Grand Wealth Management's portfolio in Q1 2026, its #27 holding.
  • Grand Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.