United Wealth Management
DFSE icon

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
Q3 		$258K Buy
5,338
+2
+0% +$96 0.07% 22
2026
Q2 		$261K Sell
5,336
-46
-0.9% -$2.2K 0.06% 23
2026
Q1 		$228K Sell
5,382
-29
-0.5% -$1.28K 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
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MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
Five Oceans Advisors
Five Oceans Advisors Santa Monica, California $262M AUM 20.58% 1-Year Est. Return
Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM

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

United Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.04% in Q3 2026, buying an estimated $96 and bringing the position to 5,338 shares worth $258K. The position accounts for 0.07% of the portfolio, ranked #22.

United Wealth Management first reported a position in DFSE in Q2 2025 and has held it in 6 quarters since. The position peaked at $261K in Q2 2026. 132 funds tracked by Wall St. Rank hold DFSE as of Q3 2026.

  • United Wealth Management held 5,338 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $258K as of Q3 2026.
  • United Wealth Management bought 2 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2026, an estimated $96.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.07% of United Wealth Management's portfolio in Q3 2026, its #22 holding.
  • United 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.
  • United Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $261K in Q2 2026.
  • 132 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2026.

Based on United Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.