Morling Financial Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Morling Financial 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	$893K	Buy	18,472 +111	+0.6%	+$5.33K	0.24%	35
2026 Q2	$897K	Sell	18,361 -121	-0.7%	-$5.79K	0.25%	36
2026 Q1	$783K	Sell	18,482 -1,694	-8%	-$74.5K	0.24%	37
2025 Q4	$837K	Buy	20,176 +166	+0.8%	+$6.86K	0.26%	35
2025 Q3	$822K	Buy	20,010 +50	+0.3%	+$1.98K	0.27%	34
2025 Q2	$760K	Buy	19,960 +15	+0.1%	+$526	0.25%	35
2025 Q1	$672K	Buy	19,945 +5,108	+34%	+$173K	0.23%	37
2024 Q4	$492K	Buy	14,837 +1,368	+10%	+$47.1K	0.17%	44
2024 Q3	$477K	Sell	13,469 -1,186	-8%	-$40.1K	0.18%	39
2024 Q2	$490K	Buy	14,655 +228	+2%	+$7.52K	0.21%	36
2024 Q1	$465K	Buy	14,427 +1,670	+13%	+$52.2K	0.27%	37
2023 Q4	$403K	Buy	+12,757	New	+$381K	0.33%	37

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

Morling Financial Advisors's DFSE Position: Q3 2026 in Review

Morling Financial Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.6% in Q3 2026, buying an estimated $5.33K and bringing the position to 18,472 shares worth $893K. The position accounts for 0.24% of the portfolio, ranked #35.

Morling Financial Advisors first reported a position in DFSE in Q4 2023 and has held it in 12 quarters since. The position peaked at $897K in Q2 2026. 138 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Morling Financial Advisors held 18,472 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $893K as of Q3 2026.
Morling Financial Advisors bought 111 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $5.33K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.24% of Morling Financial Advisors's portfolio in Q3 2026, its #35 holding.
Morling Financial Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 12 quarters since.
Morling Financial Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $897K in Q2 2026.
138 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Morling Financial Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.