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

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

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

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM