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
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
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

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.