RW Investment Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

RW Investment 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	$1.67M	Buy	34,137 +1,176	+4%	+$56.2K	0.15%	33
2026 Q1	$1.4M	Buy	+32,961	New	+$1.45M	0.14%	36
2025 Q3	$1.27M	Buy	30,813 +3,378	+12%	+$133K	0.13%	36
2025 Q2	$1.04M	Buy	27,435 +6	+0%	+$210	0.12%	37
2025 Q1	$924K	Sell	27,429 -3,222	-11%	-$109K	0.11%	37
2024 Q4	$1.02M	Buy	30,651 +1,042	+4%	+$35.9K	0.12%	37
2024 Q3	$1.05M	Buy	29,609 +1,676	+6%	+$56.7K	0.13%	36
2024 Q2	$935K	Buy	27,933 +615	+2%	+$20.3K	0.13%	38
2024 Q1	$880K	Buy	27,318 +5,524	+25%	+$173K	0.12%	41
2023 Q4	$689K	Buy	21,794 +4,465	+26%	+$134K	0.11%	42
2023 Q3	$509K	Buy	17,329 +5,477	+46%	+$168K	0.09%	51
2023 Q2	$361K	Buy	11,852 +1,111	+10%	+$33.2K	0.07%	64
2023 Q1	$321K	Buy	+10,741	New	+$318K	0.09%	64

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

RW Investment Management's DFSE Position: Q2 2026 in Review

RW Investment Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 3.6% in Q2 2026, buying an estimated $56.2K and bringing the position to 34,137 shares worth $1.67M. The position accounts for 0.15% of the portfolio, ranked #33.

RW Investment Management first reported a position in DFSE in Q1 2023 and has held it in 13 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

RW Investment Management held 34,137 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.67M as of Q2 2026.
RW Investment Management bought 1,176 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $56.2K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.15% of RW Investment Management's portfolio in Q2 2026, its #33 holding.
RW Investment Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.