CCA
DFSE

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

Criterion 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
2024
Q4 		$35.7K Hold
1,068
– – 0.02% 162
2024
Q3 		$35.7K Hold
1,068
– – 0.02% 162
2024
Q2 		$35.7K Buy
1,068
+72
+7% +$2.38K 0.02% 162
2024
Q1 		$32.1K Buy
996
+780
+361% +$24.4K 0.02% 173
2023
Q4 		$6.83K Buy
+216
New +$6.46K 0.01% 284

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

Criterion Capital Advisors's DFSE Position: Q4 2024 in Review

Criterion Capital Advisors held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q4 2024 at 1,068 shares worth $35.7K. The position accounts for 0.02% of the portfolio, ranked #162.

Criterion Capital Advisors first reported a position in DFSE in Q4 2023 and has held it in 5 quarters since. 128 funds tracked by Wall St. Rank hold DFSE as of Q4 2024.

  • Criterion Capital Advisors held 1,068 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $35.7K as of Q4 2024.
  • Criterion Capital Advisors left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q4 2024.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.02% of Criterion Capital Advisors's portfolio in Q4 2024, its #162 holding.
  • Criterion Capital Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 5 quarters since.
  • 128 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2024.

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