AWP
DFSE

Abacus Wealth Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Abacus Wealth Partners’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
Q1 		$14.4M Sell
340,438
-1,033
-0.3% -$45.4K 1.32% 13
2025
Q4 		$14.2M Buy
341,471
+904
+0.3% +$37.4K 1.39% 12
2025
Q3 		$14M Buy
340,567
+3,873
+1% +$153K 2.01% 10
2025
Q2 		$12.8M Sell
336,694
-188,850
-36% -$6.62M 1.96% 10
2025
Q1 		$17.7M Buy
525,544
+5,017
+1% +$170K 2.66% 11
2024
Q4 		$17.2M Buy
520,527
+67,706
+15% +$2.33M 2.58% 11
2024
Q3 		$16M Buy
452,821
+22,502
+5% +$761K 2.4% 11
2024
Q2 		$14.4M Buy
430,319
+24,403
+6% +$805K 2.39% 11
2024
Q1 		$13.1M Buy
405,916
+4,829
+1% +$151K 2.19% 11
2023
Q4 		$12.7M Buy
401,087
+61,574
+18% +$1.84M 2.14% 11
2023
Q3 		$9.98M Buy
339,513
+17,452
+5% +$535K 3.09% 9
2023
Q2 		$9.8M Buy
322,061
+40,189
+14% +$1.2M 2.95% 9
2023
Q1 		$8.42M Buy
281,872
+7,720
+3% +$229K 2.79% 10
2022
Q4 		$7.72M Buy
+274,152
New +$7.65M 2.75% 10

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $7.07B AUM 18.05% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return