BAM
DFSE

Belpointe Asset Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Belpointe Asset 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
-506
Closed -$17.9K – 885
2024
Q3 		$17.9K Buy
506
+24
+5% +$811 ﹤0.01% 865
2024
Q2 		$16.1K Buy
+482
New +$15.9K ﹤0.01% 787
2024
Q1 		– Sell
-10,806
Closed -$342K – 798
2023
Q4 		$342K Buy
+10,806
New +$323K 0.03% 483

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

Belpointe Asset Management's DFSE Position: Q4 2024 in Review

Belpointe Asset Management sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q4 2024, closing a stake of 506 shares — an estimated $17.9K sold.

Belpointe Asset Management first reported a position in DFSE in Q4 2023 and held it in 3 quarters. The position peaked at $342K in Q4 2023. 128 funds tracked by Wall St. Rank hold DFSE as of Q4 2024.

  • Belpointe Asset Management reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q4 2024 after selling out during the quarter.
  • Belpointe Asset Management sold 506 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2024, an estimated $17.9K.
  • Belpointe Asset Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and held it in 3 quarters.
  • Belpointe Asset Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $342K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2024.

Based on Belpointe Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.