NW
DFSE

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

NewEdge Wealth’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 		$657K Buy
15,513
+644
+4% +$28.3K 0.01% 731
2025
Q4 		$617K Buy
14,869
+5,238
+54% +$217K 0.01% 760
2025
Q3 		$403K Buy
+9,631
New +$380K 0.01% 807

Other funds holding DFSE

AC
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
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 $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

NewEdge Wealth's DFSE Position: Q1 2026 in Review

NewEdge Wealth increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4.3% in Q1 2026, buying an estimated $28.3K and bringing the position to 15,513 shares worth $657K. The position accounts for 0.01% of the portfolio, ranked #731.

NewEdge Wealth first reported a position in DFSE in Q3 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • NewEdge Wealth held 15,513 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $657K as of Q1 2026.
  • NewEdge Wealth bought 644 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $28.3K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #731 holding.
  • NewEdge Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.