GWA
DFSE

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

Geometric Wealth 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
2025
Q2 		– Sell
-7,002
Closed -$236K – 75
2025
Q1 		$236K Hold
7,002
– – 0.04% 68
2024
Q4 		$232K Buy
7,002
+654
+10% +$22.5K 0.04% 64
2024
Q3 		$225K Buy
+6,348
New +$215K 0.04% 64

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 $7.07B AUM 18.05% 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
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

Geometric Wealth Advisors's DFSE Position: Q2 2025 in Review

Geometric Wealth Advisors sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2025, closing a stake of 7,002 shares — an estimated $236K sold.

Geometric Wealth Advisors first reported a position in DFSE in Q3 2024 and held it in 3 quarters. The position peaked at $236K in Q1 2025. 141 funds tracked by Wall St. Rank hold DFSE as of Q2 2025.

  • Geometric Wealth Advisors reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Geometric Wealth Advisors sold 7,002 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2025, an estimated $236K.
  • Geometric Wealth Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2024 and held it in 3 quarters.
  • Geometric Wealth Advisors's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $236K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2025.

Based on Geometric Wealth Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.