MWM
DFSE

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

Meritas 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
Q1 		$857K Buy
20,228
+4,198
+26% +$185K 0.39% 27
2025
Q4 		$665K Buy
16,030
+62
+0.4% +$2.56K 0.32% 31
2025
Q3 		$656K Sell
15,968
-69
-0.4% -$2.73K 0.33% 33
2025
Q2 		$610K Buy
16,037
+98
+0.6% +$3.44K 0.34% 34
2025
Q1 		$537K Buy
15,939
+6,694
+72% +$227K 0.31% 32
2024
Q4 		$306K Buy
9,245
+52
+0.6% +$1.79K 0.18% 41
2024
Q3 		$326K Buy
+9,193
New +$311K 0.2% 37
2023
Q1 		– Sell
-15,177
Closed -$428K – 44
2022
Q4 		$428K Buy
+15,177
New +$423K 0.35% 29

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 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 $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM