Mills Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Mills Wealth Advisors’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	$438K	Buy	9,064 +429	+5%	+$20.6K	0.14%	57
2026 Q2	$422K	Buy	8,635 +589	+7%	+$28.2K	0.13%	55
2026 Q1	$341K	Buy	8,046 +2,625	+48%	+$115K	0.12%	56
2025 Q4	$225K	Buy	5,421 +172	+3%	+$7.11K	0.09%	65
2025 Q3	$216K	Sell	5,249 -19	-0.4%	-$751	0.09%	68
2025 Q2	$200K	Buy	+5,268	New	+$185K	0.09%	67

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

Mills Wealth Advisors's DFSE Position: Q3 2026 in Review

Mills Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 5% in Q3 2026, buying an estimated $20.6K and bringing the position to 9,064 shares worth $438K. The position accounts for 0.14% of the portfolio, ranked #57.

Mills Wealth Advisors first reported a position in DFSE in Q2 2025 and has held it in 6 quarters since. 114 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Mills Wealth Advisors held 9,064 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $438K as of Q3 2026.
Mills Wealth Advisors bought 429 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $20.6K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.14% of Mills Wealth Advisors's portfolio in Q3 2026, its #57 holding.
Mills Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 6 quarters since.
114 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Mills Wealth Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.