MT
DFSE

Midwest Trust’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Midwest Trust’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 		$363K Buy
8,557
+178
+2% +$7.83K ﹤0.01% 484
2025
Q4 		$348K Sell
8,379
-11
-0.1% -$455 ﹤0.01% 486
2025
Q3 		$345K Buy
8,390
+2,137
+34% +$84.4K ﹤0.01% 488
2025
Q2 		$238K Buy
+6,253
New +$219K ﹤0.01% 559

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

Midwest Trust's DFSE Position: Q1 2026 in Review

Midwest Trust increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 2.1% in Q1 2026, buying an estimated $7.83K and bringing the position to 8,557 shares worth $363K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Midwest Trust first reported a position in DFSE in Q2 2025 and has held it in 4 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Midwest Trust held 8,557 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $363K as of Q1 2026.
  • Midwest Trust bought 178 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $7.83K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Midwest Trust's portfolio in Q1 2026, its #484 holding.
  • Midwest Trust first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 4 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Midwest Trust's 13F filing for Q1 2026, filed 1 May 2026.