MWM
DFSE

Mission Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Mission 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
Q2 		$1.3M Buy
26,554
+20,407
+332% +$976K 0.02% 404
2026
Q1 		$260K Buy
6,147
+1,050
+21% +$46.2K 0.01% 642
2025
Q4 		$211K Buy
+5,097
New +$211K ﹤0.01% 688

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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 $7.79B 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

Mission Wealth Management's DFSE Position: Q2 2026 in Review

Mission Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 332% in Q2 2026, buying an estimated $976K and bringing the position to 26,554 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #404.

Mission Wealth Management first reported a position in DFSE in Q4 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Mission Wealth Management held 26,554 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.3M as of Q2 2026.
  • Mission Wealth Management bought 20,407 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $976K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #404 holding.
  • Mission Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.