SDWIA
DFSE

Schwarz Dygos Wheeler Investment Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Schwarz Dygos Wheeler Investment Advisors’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 		$427K Hold
8,737
– – 0.08% 114
2026
Q1 		$370K Buy
8,737
+204
+2% +$8.97K 0.08% 118
2025
Q4 		$354K Sell
8,533
-782
-8% -$32.3K 0.07% 118
2025
Q3 		$383K Sell
9,315
-220
-2% -$8.69K 0.08% 115
2025
Q2 		$363K Hold
9,535
– – 0.08% 122
2025
Q1 		$321K Buy
9,535
+9
+0.1% +$305 0.08% 128
2024
Q4 		$316K Hold
9,526
– – 0.08% 126
2024
Q3 		$337K Buy
9,526
+902
+10% +$30.5K 0.08% 115
2024
Q2 		$289K Sell
8,624
-381
-4% -$12.6K 0.08% 119
2024
Q1 		$290K Buy
9,005
+788
+10% +$24.6K 0.08% 125
2023
Q4 		$260K Buy
8,217
+827
+11% +$24.7K 0.08% 129
2023
Q3 		$217K Buy
7,390
+170
+2% +$5.22K 0.07% 131
2023
Q2 		$220K Buy
+7,220
New +$216K 0.07% 133

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
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
WA
Wealth Architects Mountain View, California $1.27B AUM 36.93% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's DFSE Position: Q2 2026 in Review

Schwarz Dygos Wheeler Investment Advisors held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q2 2026 at 8,737 shares worth $427K. The position accounts for 0.08% of the portfolio, ranked #114.

Schwarz Dygos Wheeler Investment Advisors first reported a position in DFSE in Q2 2023 and has held it in 13 quarters since. 109 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Schwarz Dygos Wheeler Investment Advisors held 8,737 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $427K as of Q2 2026.
  • Schwarz Dygos Wheeler Investment Advisors left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.08% of Schwarz Dygos Wheeler Investment Advisors's portfolio in Q2 2026, its #114 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 13 quarters since.
  • 109 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.