FFA
DFSE

Farther Finance Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Farther Finance 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
2026
Q1 		$610K Buy
14,288
+1,285
+10% +$56.5K 0.01% 1260
2025
Q4 		$539K Sell
13,003
-3,219
-20% -$133K 0.01% 1255
2025
Q3 		$667K Hold
16,222
– – 0.01% 929
2025
Q2 		$617K Buy
16,222
+265
+2% +$9.29K 0.01% 812
2025
Q1 		$540K Hold
15,957
– – 0.01% 751
2024
Q4 		$529K Buy
15,957
+2,995
+23% +$103K 0.02% 559
2024
Q3 		$459K Buy
12,962
+12,940
+58,818% +$437K 0.02% 625
2024
Q2 		$739 Sell
22
-108
-83% -$3.56K ﹤0.01% 3168
2024
Q1 		$4.2K Hold
130
– – ﹤0.01% 2147
2023
Q4 		$4.11K Hold
130
– – ﹤0.01% 2067
2023
Q3 		$3.82K Buy
+130
New +$3.99K ﹤0.01% 1608

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM