AWM
DFSE

AE Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-122,543
Closed -$3.74M – 1340
2023
Q4 		$3.74M Buy
122,543
+3,451
+3% +$103K 0.02% 686
2023
Q3 		$3.5M Buy
119,092
+5,389
+5% +$165K 0.02% 657
2023
Q2 		$3.46M Buy
113,703
+4,324
+4% +$129K 0.02% 656
2023
Q1 		$3.27M Buy
+109,379
New +$3.24M 0.02% 632

Other funds holding DFSE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

AE Wealth Management's DFSE Position: Q1 2024 in Review

AE Wealth Management sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2024, closing a stake of 122,543 shares — an estimated $3.74M sold.

AE Wealth Management first reported a position in DFSE in Q1 2023 and held it in 4 quarters. The position peaked at $3.74M in Q4 2023. 90 funds tracked by Wall St. Rank hold DFSE as of Q1 2024.

  • AE Wealth Management reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 122,543 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2024, an estimated $3.74M.
  • AE Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and held it in 4 quarters.
  • AE Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $3.74M in Q4 2023.
  • 90 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.