MWM
DFSE

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
Q2 		$977K Sell
19,979
-227
-1% -$10.9K 0.5% 15
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

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Momentous Wealth Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.1% in Q2 2026, selling an estimated $10.9K and leaving 19,979 shares worth $977K. The position accounts for 0.5% of the portfolio, ranked #15.

Momentous Wealth Management first reported a position in DFSE in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Momentous Wealth Management held 19,979 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $977K as of Q2 2026.
  • Momentous Wealth Management sold 227 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $10.9K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.5% of Momentous Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Momentous Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.