Schwarz Dygos Wheeler Investment Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
Other funds holding DFSE
AC
MPW
QFA
FOA
FFM
AWP
CC
EWA
Schwarz Dygos Wheeler Investment Advisors's DFSE Position: Q1 2026 in Review
Schwarz Dygos Wheeler Investment Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 2.4% in Q1 2026, buying an estimated $8.97K and bringing the position to 8,737 shares worth $370K. The position accounts for 0.08% of the portfolio, ranked #118.
Schwarz Dygos Wheeler Investment Advisors first reported a position in DFSE in Q2 2023 and has held it in 12 quarters since. The position peaked at $383K in Q3 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.
- Schwarz Dygos Wheeler Investment Advisors held 8,737 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $370K as of Q1 2026.
- Schwarz Dygos Wheeler Investment Advisors bought 204 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $8.97K.
- Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q1 2026, its #118 holding.
- Schwarz Dygos Wheeler Investment Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and has held it in 12 quarters since.
- Schwarz Dygos Wheeler Investment Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $383K in Q3 2025.
- 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.
Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.