EP Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$636K	Sell	16,707 -4,432	-21%	-$169K	﹤0.01%	693
2025 Q1	$712K	Buy	21,139 +1,740	+9%	+$58.6K	0.01%	595
2024 Q4	$643K	Buy	+19,399	New	+$643K	0.01%	615