Focus Partners Wealth
DFSE

Focus Partners Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Focus Partners Wealth’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 		$23.8M Buy
536,976
+3,511
+0.7% +$154K 0.03% 449
2025
Q4 		$22.1M Sell
533,465
-8,996
-2% -$372K 0.03% 463
2025
Q3 		$22.3M Buy
542,461
+4,488
+0.8% +$177K 0.04% 383
2025
Q2 		$20.5M Buy
537,973
+225,166
+72% +$7.89M 0.04% 356
2025
Q1 		$10.5M Buy
312,807
+296,718
+1,844% +$10.1M 0.03% 467
2024
Q4 		$533K Buy
16,089
+3,278
+26% +$113K ﹤0.01% 1296
2024
Q3 		$454K Buy
+12,811
New +$433K ﹤0.01% 1180

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
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
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return