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
2025 Q3	$383K	Sell
2025 Q2	$363K	Hold
2025 Q1	$321K	Buy
2024 Q4	$316K	Hold
2024 Q3	$337K	Buy
2024 Q2	$289K	Sell
2024 Q1	$290K	Buy
2023 Q4	$260K	Buy
2023 Q3	$217K	Buy
2023 Q2	$220K	Buy