CI
DFSE

Cordant Inc’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Cordant Inc’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
2026
Q2 		$1.87M Buy
38,343
+3,379
+10% +$162K 0.68% 25
2026
Q1 		$1.48M Buy
34,964
+3,304
+10% +$145K 0.6% 25
2025
Q4 		$1.31M Sell
31,660
-350
-1% -$14.5K 0.55% 26
2025
Q3 		$1.32M Sell
32,010
-111
-0.3% -$4.38K 0.59% 23
2025
Q2 		$1.22M Sell
32,121
-980
-3% -$34.4K 0.59% 23
2025
Q1 		$1.11M Sell
33,101
-345
-1% -$11.7K 0.58% 22
2024
Q4 		$1.11M Sell
33,446
-290
-0.9% -$9.98K 0.58% 21
2024
Q3 		$1.19M Sell
33,736
-454
-1% -$15.3K 0.61% 21
2024
Q2 		$1.14M Buy
34,190
+35
+0.1% +$1.15K 0.64% 21
2024
Q1 		$1.1M Buy
34,155
+3,940
+13% +$123K 0.64% 21
2023
Q4 		$956K Buy
30,215
+3,737
+14% +$112K 0.59% 21
2023
Q3 		$778K Buy
26,478
+4,503
+20% +$138K 0.51% 21
2023
Q2 		$669K Buy
21,975
+4,930
+29% +$147K 0.43% 23
2023
Q1 		$509K Buy
17,045
+586
+4% +$17.4K 0.33% 25
2022
Q4 		$464K Buy
+16,459
New +$459K 0.31% 26

Other funds holding DFSE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return