AWM
DFSE

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

Avior 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
2025
Q1 		– Sell
-77
Closed -$2.57K – 1138
2024
Q4 		$2.57K Sell
77
-6
-7% -$207 ﹤0.01% 2068
2024
Q3 		$2.94K Buy
83
+55
+196% +$1.86K ﹤0.01% 1904
2024
Q2 		$967 Hold
28
– – ﹤0.01% 2032
2024
Q1 		$925 Hold
28
– – ﹤0.01% 2417
2023
Q4 		$908 Sell
28
-637
-96% -$19K ﹤0.01% 1385
2023
Q3 		$19.6K Buy
665
+7
+1% +$215 ﹤0.01% 941
2023
Q2 		$20K Buy
658
+4
+0.6% +$120 ﹤0.01% 929
2023
Q1 		$19.6K Hold
654
– – ﹤0.01% 946
2022
Q4 		$18.4K Buy
+654
New +$18.2K ﹤0.01% 767

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Avior Wealth Management's DFSE Position: Q1 2025 in Review

Avior Wealth Management sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2025, closing a stake of 77 shares — an estimated $2.57K sold.

Avior Wealth Management first reported a position in DFSE in Q4 2022 and held it in 9 quarters. The position peaked at $20K in Q2 2023. 139 funds tracked by Wall St. Rank hold DFSE as of Q1 2025.

  • Avior Wealth Management reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 77 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2025, an estimated $2.57K.
  • Avior Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and held it in 9 quarters.
  • Avior Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $20K in Q2 2023.
  • 139 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.