MWA
DFSE

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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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 $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Mills Wealth Advisors's DFSE Position: Q2 2026 in Review

Mills Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 7.3% in Q2 2026, buying an estimated $28.2K and bringing the position to 8,635 shares worth $422K. The position accounts for 0.13% of the portfolio, ranked #55.

Mills Wealth Advisors first reported a position in DFSE in Q2 2025 and has held it in 5 quarters since. 60 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Mills Wealth Advisors held 8,635 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $422K as of Q2 2026.
  • Mills Wealth Advisors bought 589 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $28.2K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.13% of Mills Wealth Advisors's portfolio in Q2 2026, its #55 holding.
  • Mills Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
  • 60 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.