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 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 $1.25B AUM 18.15% 1-Year Est. Return

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 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

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

Physician Wealth Advisors's DFSE Position: Q2 2026 in Review

Physician Wealth Advisors held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q2 2026 at 4,228 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #211.

Physician Wealth Advisors 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.

Physician Wealth Advisors held 4,228 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $207K as of Q2 2026.
Physician Wealth Advisors left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q2 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q2 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 7 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.