Tanager Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Tanager Wealth Management’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	$286K	Sell	5,845 -81	-1%	-$3.87K	0.02%	129
2026 Q1	$251K	Sell	5,926 -106	-2%	-$4.66K	0.02%	125
2025 Q4	$250K	Sell	6,032 -42	-0.7%	-$1.74K	0.03%	118
2025 Q3	$250K	Hold	6,074	–	–	0.03%	109
2025 Q2	$231K	Buy	+6,074	New	+$213K	0.03%	108

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Tanager Wealth Management's DFSE Position: Q2 2026 in Review

Tanager Wealth Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.4% in Q2 2026, selling an estimated $3.87K and leaving 5,845 shares worth $286K. The position accounts for 0.02% of the portfolio, ranked #129.

Tanager Wealth Management first reported a position in DFSE in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

Tanager Wealth Management held 5,845 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $286K as of Q2 2026.
Tanager Wealth Management sold 81 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $3.87K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Tanager Wealth Management's portfolio in Q2 2026, its #129 holding.
Tanager Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 5 quarters since.
184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.