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

United 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	$261K	Sell	5,336 -46	-0.9%	-$2.2K	0.06%	23
2026 Q1	$228K	Sell	5,382 -29	-0.5%	-$1.27K	0.06%	22
2025 Q4	$224K	Hold	5,411	–	–	0.06%	24
2025 Q3	$222K	Hold	5,411	–	–	0.06%	23
2025 Q2	$206K	Buy	+5,411	New	+$190K	0.06%	23

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

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

United Wealth Management reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.85% in Q2 2026, selling an estimated $2.2K and leaving 5,336 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #23.

United Wealth Management first reported a position in DFSE in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

United Wealth Management held 5,336 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $261K as of Q2 2026.
United Wealth Management sold 46 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $2.2K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.06% of United Wealth Management's portfolio in Q2 2026, its #23 holding.
United 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.
185 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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