ASI
DFSE

Advisory Services & Investments’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Advisory Services & Investments’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
2024
Q3 		$324K Hold
9,144
– – 0.22% 32
2024
Q2 		$306K Buy
9,144
+1,131
+14% +$37.3K 0.21% 31
2024
Q1 		$258K Buy
+8,013
New +$250K 0.18% 31

Other funds holding DFSE

AC
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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Advisory Services & Investments's DFSE Position: Q3 2024 in Review

Advisory Services & Investments held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q3 2024 at 9,144 shares worth $324K. The position accounts for 0.22% of the portfolio, ranked #32.

Advisory Services & Investments first reported a position in DFSE in Q1 2024 and has held it in 3 quarters since. 111 funds tracked by Wall St. Rank hold DFSE as of Q3 2024.

  • Advisory Services & Investments held 9,144 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $324K as of Q3 2024.
  • Advisory Services & Investments left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q3 2024.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.22% of Advisory Services & Investments's portfolio in Q3 2024, its #32 holding.
  • Advisory Services & Investments first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2024 and has held it in 3 quarters since.
  • 111 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.