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

Physician Wealth 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	$218K	Buy	4,504 +276	+7%	+$13.2K	0.03%	211
2026 Q2	$207K	Hold	4,228	–	–	0.02%	211
2026 Q1	$179K	Sell	4,228 -586	-12%	-$25.8K	0.02%	203
2025 Q4	$200K	Buy	4,814 +2	+0%	+$83	0.03%	202
2025 Q3	$198K	Buy	4,812 +4	+0.1%	+$158	0.03%	199
2025 Q2	$183K	Sell	4,808 -163	-3%	-$5.71K	0.03%	198
2025 Q1	$167K	Buy	4,971 +4	+0.1%	+$136	0.03%	198
2024 Q4	$165K	Buy	+4,967	New	+$171K	0.03%	199

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

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 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

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return

Physician Wealth Advisors's DFSE Position: Q3 2026 in Review

Physician Wealth Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 6.5% in Q3 2026, buying an estimated $13.2K and bringing the position to 4,504 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #211.

Physician Wealth Advisors first reported a position in DFSE in Q4 2024 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Physician Wealth Advisors held 4,504 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $218K as of Q3 2026.
Physician Wealth Advisors bought 276 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $13.2K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #211 holding.
Physician Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 8 quarters since.
79 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.