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

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

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.