PWA
DFSE

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
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

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 $1.1B AUM 14.74% 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

Physician Wealth Advisors's DFSE Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 12% in Q1 2026, selling an estimated $25.8K and leaving 4,228 shares worth $179K. The position accounts for 0.02% of the portfolio, ranked #203.

Physician Wealth Advisors first reported a position in DFSE in Q4 2024 and has held it in 6 quarters since. The position peaked at $200K in Q4 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Physician Wealth Advisors held 4,228 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $179K as of Q1 2026.
  • Physician Wealth Advisors sold 586 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $25.8K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Physician Wealth Advisors's portfolio in Q1 2026, its #203 holding.
  • Physician Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $200K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.