MPW
DFSE

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

MASECO 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
Q1 		$24.9M Buy
588,403
+14,764
+3% +$649K 0.78% 27
2025
Q4 		$23.8M Buy
573,639
+15,454
+3% +$639K 1.04% 20
2025
Q3 		$22.9M Buy
558,185
+10,010
+2% +$395K 1.11% 19
2025
Q2 		$20.9M Buy
+548,175
New +$19.2M 0.79% 28

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

MASECO Private Wealth's DFSE Position: Q1 2026 in Review

MASECO Private Wealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 2.6% in Q1 2026, buying an estimated $649K and bringing the position to 588,403 shares worth $24.9M. The position accounts for 0.78% of the portfolio, ranked #27.

MASECO Private Wealth first reported a position in DFSE in Q2 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • MASECO Private Wealth held 588,403 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $24.9M as of Q1 2026.
  • MASECO Private Wealth bought 14,764 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $649K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.78% of MASECO Private Wealth's portfolio in Q1 2026, its #27 holding.
  • MASECO Private Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.