RIM
DFSE

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
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

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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 $7.79B AUM 20.38% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

RW Investment Management's DFSE Position: Q1 2026 in Review

RW Investment Management opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2026: 32,961 shares worth $1.4M. The stake represents 0.14% of the portfolio and ranks #36 among its holdings. This is a return to the name: RW Investment Management previously reported a position in DFSE as recently as Q3 2025.

RW Investment Management first reported a position in DFSE in Q1 2023 and has held it in 12 quarters since. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • RW Investment Management held 32,961 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.4M as of Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new RW Investment Management position in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.14% of RW Investment Management's portfolio in Q1 2026, its #36 holding.
  • RW Investment Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 12 quarters since.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.