FFM
DFSE

Forum Financial Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Forum Financial Management’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 		$15.9M Sell
374,559
-20,730
-5% -$911K 0.22% 27
2025
Q4 		$16.4M Sell
395,289
-1,874
-0.5% -$77.5K 0.21% 32
2025
Q3 		$16.3M Buy
397,163
+1,024
+0.3% +$40.4K 0.22% 30
2025
Q2 		$15.1M Buy
396,139
+528
+0.1% +$18.5K 0.23% 27
2025
Q1 		$13.3M Buy
395,611
+6,652
+2% +$225K 0.22% 28
2024
Q4 		$12.9M Buy
388,959
+15,875
+4% +$547K 0.21% 30
2024
Q3 		$13.2M Buy
373,084
+16,085
+5% +$544K 0.22% 29
2024
Q2 		$11.9M Buy
356,999
+25,961
+8% +$856K 0.22% 30
2024
Q1 		$10.7M Buy
331,038
+25,539
+8% +$798K 0.18% 36
2023
Q4 		$9.66M Buy
305,499
+120,370
+65% +$3.6M 0.18% 30
2023
Q3 		$5.44M Buy
185,129
+74,510
+67% +$2.29M 0.12% 40
2023
Q2 		$3.37M Buy
110,619
+97,849
+766% +$2.93M 0.08% 52
2023
Q1 		$382K Buy
12,770
+5,318
+71% +$158K 0.01% 329
2022
Q4 		$210K Buy
+7,452
New +$208K 0.01% 534

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
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