MWM
DFSE

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

MBE 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 		$207K Buy
+4,241
New +$203K 0.07% 159

Other funds holding DFSE

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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

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

MBE Wealth Management opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026: 4,241 shares worth $207K. The stake represents 0.07% of the portfolio and ranks #159 among its holdings.

84 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • MBE Wealth Management held 4,241 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $207K as of Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new MBE Wealth Management position in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.07% of MBE Wealth Management's portfolio in Q2 2026, its #159 holding.
  • 84 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.