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 Q2	$29M	Buy	594,139 +5,736	+1%	+$274K	0.82%	26
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

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

MASECO Private Wealth's DFSE Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.97% in Q2 2026, buying an estimated $274K and bringing the position to 594,139 shares worth $29M. The position accounts for 0.82% of the portfolio, ranked #26.

MASECO Private Wealth first reported a position in DFSE in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

MASECO Private Wealth held 594,139 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $29M as of Q2 2026.
MASECO Private Wealth bought 5,736 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $274K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.82% of MASECO Private Wealth's portfolio in Q2 2026, its #26 holding.
MASECO Private Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.