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 Q3	$283K	Hold	5,845	–	–	0.02%	134
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 $1.42B AUM 12.15% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

Willow Creek Wealth Management Sebastopol, California $1.52B AUM

Tanager Wealth Management's DFSE Position: Q3 2026 in Review

Tanager Wealth Management held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q3 2026 at 5,845 shares worth $283K. The position accounts for 0.02% of the portfolio, ranked #134.

Tanager Wealth Management first reported a position in DFSE in Q2 2025 and has held it in 6 quarters since. The position peaked at $286K in Q2 2026. 132 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

Tanager Wealth Management held 5,845 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $283K as of Q3 2026.
Tanager Wealth Management left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q3 2026.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Tanager Wealth Management's portfolio in Q3 2026, its #134 holding.
Tanager Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2025 and has held it in 6 quarters since.
Tanager Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $286K in Q2 2026.
132 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.