Bank of America
DFSE

Bank of America’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Bank of America’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
Q3 		– Sell
-5,738
Closed -$218K – 8381
2025
Q2 		$218K Sell
5,738
-62
-1% -$2.17K ﹤0.01% 6141
2025
Q1 		$195K Buy
+5,800
New +$196K ﹤0.01% 6187
2023
Q4 		– Sell
-26
Closed -$764 – 8043
2023
Q3 		$764 Buy
+26
New +$798 ﹤0.01% 7268

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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $276M AUM 20.55% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return