Cobblestone Capital Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Cobblestone Capital Advisors’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	$225K	Buy	5,467 +45	+0.8%	+$1.78K	0.01%	285
2025 Q2	$206K	Buy	+5,422	New	+$190K	0.01%	293
2025 Q1	–	Sell	-6,167	Closed	-$204K	–	296
2024 Q4	$204K	Buy	+6,167	New	+$212K	0.01%	286

Other funds holding DFSE

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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

LAMNM

Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Cobblestone Capital Advisors's DFSE Position: Q3 2025 in Review

Cobblestone Capital Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.83% in Q3 2025, buying an estimated $1.78K and bringing the position to 5,467 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #285.

Cobblestone Capital Advisors first reported a position in DFSE in Q4 2024 and has held it in 3 quarters since. 148 funds tracked by Wall St. Rank hold DFSE as of Q3 2025.

Cobblestone Capital Advisors held 5,467 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $225K as of Q3 2025.
Cobblestone Capital Advisors bought 45 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2025, an estimated $1.78K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Cobblestone Capital Advisors's portfolio in Q3 2025, its #285 holding.
Cobblestone Capital Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 3 quarters since.
148 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2025.

Based on Cobblestone Capital Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.