SCM
DFSE

SB Capital Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

SB Capital 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
2025
Q4 		$495K Buy
+11,939
New +$494K 0.18% 72

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

SB Capital Management's DFSE Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q4 2025: 11,939 shares worth $495K. The stake represents 0.18% of the portfolio and ranks #72 among its holdings.

164 funds tracked by Wall St. Rank hold DFSE as of Q4 2025.

  • SB Capital Management held 11,939 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $495K as of Q4 2025.
  • Dimensional Emerging Markets Sustainability Core 1 ETF was a new SB Capital Management position in Q4 2025.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.18% of SB Capital Management's portfolio in Q4 2025, its #72 holding.
  • 164 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.