MGW
DFSE

MB Generational Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

MB Generational 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 		$923K Sell
18,883
-861
-4% -$41.2K 0.45% 35
2026
Q1 		$837K Buy
19,744
+1,347
+7% +$59.2K 0.46% 33
2025
Q4 		$763K Buy
18,397
+1,823
+11% +$75.4K 0.4% 39
2025
Q3 		$681K Buy
+16,574
New +$655K 0.43% 33
2025
Q1 		$565K Sell
16,780
-896
-5% -$30.4K 0.42% 28
2024
Q4 		$586K Buy
17,676
+80
+0.5% +$2.75K 0.43% 30
2024
Q3 		$623K Hold
17,596
– – 0.45% 27
2024
Q2 		$589K Sell
17,596
-1,326
-7% -$43.7K 0.46% 26
2024
Q1 		$609K Buy
18,922
+150
+0.8% +$4.69K 0.48% 25
2023
Q4 		$594K Buy
+18,772
New +$561K 0.56% 24

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
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
CC
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

MB Generational Wealth's DFSE Position: Q2 2026 in Review

MB Generational Wealth reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4.4% in Q2 2026, selling an estimated $41.2K and leaving 18,883 shares worth $923K. The position accounts for 0.45% of the portfolio, ranked #35.

MB Generational Wealth first reported a position in DFSE in Q4 2023 and has held it in 10 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • MB Generational Wealth held 18,883 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $923K as of Q2 2026.
  • MB Generational Wealth sold 861 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $41.2K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.45% of MB Generational Wealth's portfolio in Q2 2026, its #35 holding.
  • MB Generational Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 10 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on MB Generational Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.