AA
DFSE

Addison Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Addison Advisors’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 		$1.16M Buy
27,329
+3,595
+15% +$158K 0.26% 76
2025
Q4 		$984K Sell
23,734
-240
-1% -$9.92K 0.22% 80
2025
Q3 		$985K Buy
23,974
+2,531
+12% +$100K 0.23% 81
2025
Q2 		$816K Buy
21,443
+713
+3% +$25K 0.2% 88
2025
Q1 		$698K Buy
20,730
+680
+3% +$23K 0.19% 84
2024
Q4 		$664K Buy
20,050
+905
+5% +$31.2K 0.18% 90
2024
Q3 		$678K Buy
19,145
+1,905
+11% +$64.4K 0.19% 86
2024
Q2 		$577K Buy
17,240
+3,950
+30% +$130K 0.19% 87
2024
Q1 		$428K Buy
13,290
+6,810
+105% +$213K 0.15% 115
2023
Q4 		$205K Buy
6,480
+1,390
+27% +$41.6K 0.08% 172
2023
Q3 		$150K Buy
+5,090
New +$156K 0.07% 192

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
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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