CCM
DFSE

Carlson Capital Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Carlson Capital 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 		$420K Buy
12,683
+2,280
+22% +$78.5K 0.02% 80
2024
Q3 		$368K Buy
10,403
+4,136
+66% +$140K 0.02% 88
2024
Q2 		$210K Buy
+6,267
New +$207K 0.01% 99

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

Carlson Capital Management's DFSE Position: Q4 2024 in Review

Carlson Capital Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 22% in Q4 2024, buying an estimated $78.5K and bringing the position to 12,683 shares worth $420K. The position accounts for 0.02% of the portfolio, ranked #80.

Carlson Capital Management first reported a position in DFSE in Q2 2024 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold DFSE as of Q4 2024.

  • Carlson Capital Management held 12,683 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $420K as of Q4 2024.
  • Carlson Capital Management bought 2,280 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2024, an estimated $78.5K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Carlson Capital Management's portfolio in Q4 2024, its #80 holding.
  • Carlson Capital Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2024 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2024.

Based on Carlson Capital Management's 13F filing for Q4 2024, filed 10 Feb 2025.