RWM
DFSE

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

Ruedi Wealth Management’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 		$201K Buy
+4,117
New +$197K 0.05% 62
2025
Q2 		– Sell
-3,634
Closed -$122K – 123
2025
Q1 		$122K Buy
3,634
+48
+1% +$1.63K 0.04% 59
2024
Q4 		$119K Buy
3,586
+42
+1% +$1.45K 0.04% 62
2024
Q3 		$126K Buy
+3,544
New +$120K 0.04% 60

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
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
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
CC
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

Ruedi Wealth Management's DFSE Position: Q2 2026 in Review

Ruedi Wealth Management opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2026: 4,117 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #62 among its holdings. This is a return to the name: Ruedi Wealth Management previously reported a position in DFSE as recently as Q1 2025.

Ruedi Wealth Management first reported a position in DFSE in Q3 2024 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Ruedi Wealth Management held 4,117 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $201K as of Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new Ruedi Wealth Management position in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.05% of Ruedi Wealth Management's portfolio in Q2 2026, its #62 holding.
  • Ruedi Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2024 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Ruedi Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.