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

Momentous 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 Q1	$856K	Sell	20,206 -851	-4%	-$37.4K	0.49%	18
2025 Q4	$873K	Sell	21,057 -198	-0.9%	-$8.19K	0.5%	18
2025 Q3	$873K	Sell	21,255 -381	-2%	-$15.1K	0.55%	14
2025 Q2	$823K	Buy	21,636 +1,581	+8%	+$55.4K	0.53%	14
2025 Q1	$675K	Buy	20,055 +2,885	+17%	+$97.7K	0.48%	20
2024 Q4	$569K	Buy	+17,170	New	+$591K	0.47%	18

Other funds holding DFSE

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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 $7.79B AUM 20.38% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Momentous Wealth Management's DFSE Position: Q1 2026 in Review

Momentous Wealth Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4% in Q1 2026, selling an estimated $37.4K and leaving 20,206 shares worth $856K. The position accounts for 0.49% of the portfolio, ranked #18.

Momentous Wealth Management first reported a position in DFSE in Q4 2024 and has held it in 6 quarters since. The position peaked at $873K in Q4 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

Momentous Wealth Management held 20,206 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $856K as of Q1 2026.
Momentous Wealth Management sold 851 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $37.4K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.49% of Momentous Wealth Management's portfolio in Q1 2026, its #18 holding.
Momentous Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
Momentous Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $873K in Q4 2025.
173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.