DWA
DFSE

Delap Wealth Advisory’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Delap Wealth Advisory’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
Q2 		– Sell
-7,754
Closed -$261K – 80
2025
Q1 		$261K Buy
+7,754
New +$263K 0.15% 70

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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
CC
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
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Delap Wealth Advisory's DFSE Position: Q2 2025 in Review

Delap Wealth Advisory sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2025, closing a stake of 7,754 shares — an estimated $261K sold.

Delap Wealth Advisory first reported a position in DFSE in Q1 2025 and held it in 1 quarter. The position peaked at $261K in Q1 2025. 141 funds tracked by Wall St. Rank hold DFSE as of Q2 2025.

  • Delap Wealth Advisory reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Delap Wealth Advisory sold 7,754 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2025, an estimated $261K.
  • Delap Wealth Advisory first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and held it in 1 quarter.
  • Delap Wealth Advisory's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $261K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2025.

Based on Delap Wealth Advisory's 13F filing for Q2 2025, filed 28 Jul 2025.