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 Q3	$507K	Buy	10,485 +280	+3%	+$13.4K	0.01%	458
2026 Q2	$499K	Buy	10,205 +1,648	+19%	+$78.8K	0.01%	447
2026 Q1	$363K	Buy	8,557 +178	+2%	+$7.82K	﹤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

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 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

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Midwest Trust's DFSE Position: Q3 2026 in Review

Midwest Trust increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 2.7% in Q3 2026, buying an estimated $13.4K and bringing the position to 10,485 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #458.

Midwest Trust first reported a position in DFSE in Q2 2025 and has held it in 6 quarters since. 113 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Midwest Trust held 10,485 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $507K as of Q3 2026.
Midwest Trust bought 280 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $13.4K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #458 holding.
Midwest Trust first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 6 quarters since.
113 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.