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

Adero 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
2025 Q1	$7.08M	Buy	210,308 +3,948	+2%	+$134K	0.46%	30
2024 Q4	$6.84M	Buy	206,360 +19,194	+10%	+$661K	0.44%	31
2024 Q3	$6.63M	Buy	187,166 +12,336	+7%	+$417K	0.44%	31
2024 Q2	$5.85M	Buy	174,830 +14,785	+9%	+$488K	0.43%	32
2024 Q1	$5.15M	Buy	160,045 +26,552	+20%	+$830K	0.39%	34
2023 Q4	$4.22M	Buy	133,493 +17,423	+15%	+$521K	0.36%	33
2023 Q3	$3.41M	Buy	116,070 +9,828	+9%	+$302K	0.33%	38
2023 Q2	$3.23M	Buy	106,242 +23,540	+28%	+$704K	0.32%	37
2023 Q1	$2.47M	Buy	82,702 +58,662	+244%	+$1.74M	0.27%	45
2022 Q4	$677K	Buy	+24,040	New	+$671K	0.08%	79

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Adero Partners's DFSE Position: Q1 2025 in Review

Adero Partners increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.9% in Q1 2025, buying an estimated $134K and bringing the position to 210,308 shares worth $7.08M. The position accounts for 0.46% of the portfolio, ranked #30.

Adero Partners first reported a position in DFSE in Q4 2022 and has held it in 10 quarters since. 139 funds tracked by Wall St. Rank hold DFSE as of Q1 2025.

Adero Partners held 210,308 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $7.08M as of Q1 2025.
Adero Partners bought 3,948 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2025, an estimated $134K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.46% of Adero Partners's portfolio in Q1 2025, its #30 holding.
Adero Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 10 quarters since.
139 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.