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 Q3	$933K	Buy	19,287 +148	+0.8%	+$7.1K	0.34%	29
2026 Q2	$936K	Sell	19,139 -1,089	-5%	-$52.1K	0.37%	26
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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

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

Meritas Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.77% in Q3 2026, buying an estimated $7.1K and bringing the position to 19,287 shares worth $933K. The position accounts for 0.34% of the portfolio, ranked #29.

Meritas Wealth Management first reported a position in DFSE in Q4 2022 and has held it in 10 quarters since. The position peaked at $936K in Q2 2026. 162 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Meritas Wealth Management held 19,287 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $933K as of Q3 2026.
Meritas Wealth Management bought 148 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $7.1K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.34% of Meritas Wealth Management's portfolio in Q3 2026, its #29 holding.
Meritas Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 10 quarters since.
Meritas Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $936K in Q2 2026.
162 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Meritas Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.