AWM
DFSE

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

Ariadne 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
Q4 		– Sell
-8,090
Closed -$287K – 238
2024
Q3 		$287K Hold
8,090
– – 0.16% 137
2024
Q2 		$271K Buy
+8,090
New +$267K 0.21% 109

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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 $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
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Ariadne Wealth Management's DFSE Position: Q4 2024 in Review

Ariadne Wealth Management sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q4 2024, closing a stake of 8,090 shares — an estimated $287K sold.

Ariadne Wealth Management first reported a position in DFSE in Q2 2024 and held it in 2 quarters. The position peaked at $287K in Q3 2024. 128 funds tracked by Wall St. Rank hold DFSE as of Q4 2024.

  • Ariadne Wealth Management reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q4 2024 after selling out during the quarter.
  • Ariadne Wealth Management sold 8,090 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2024, an estimated $287K.
  • Ariadne Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and held it in 2 quarters.
  • Ariadne Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $287K in Q3 2024.
  • 128 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2024.

Based on Ariadne Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.