MBE Wealth Management
DFSE icon

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
Q3 		$206K Buy
4,269
+28
+0.7% +$1.34K 0.07% 164
2026
Q2 		$207K Buy
+4,241
New +$203K 0.07% 159

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Quantum Financial Advisors
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Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

MBE Wealth Management's DFSE Position: Q3 2026 in Review

MBE Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.66% in Q3 2026, buying an estimated $1.34K and bringing the position to 4,269 shares worth $206K. The position accounts for 0.07% of the portfolio, ranked #164.

MBE Wealth Management first reported a position in DFSE in Q2 2026 and has held it in 2 quarters since. The position peaked at $207K in Q2 2026. 152 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

  • MBE Wealth Management held 4,269 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $206K as of Q3 2026.
  • MBE Wealth Management bought 28 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $1.34K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.07% of MBE Wealth Management's portfolio in Q3 2026, its #164 holding.
  • MBE Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2026 and has held it in 2 quarters since.
  • MBE Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $207K in Q2 2026.
  • 152 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.