HI
DFSE

Harbour Investments’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Harbour Investments’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 		$852K Buy
20,113
+11,864
+144% +$522K 0.01% 827
2025
Q4 		$342K Sell
8,249
-1,087
-12% -$44.9K 0.01% 1023
2025
Q3 		$384K Sell
9,336
-117
-1% -$4.62K 0.01% 920
2025
Q2 		$360K Buy
9,453
+483
+5% +$16.9K 0.01% 906
2025
Q1 		$302K Buy
8,970
+124
+1% +$4.2K 0.01% 922
2024
Q4 		$293K Buy
8,846
+1
+0% +$34 0.01% 875
2024
Q3 		$313K Buy
8,845
+2,042
+30% +$69K 0.01% 838
2024
Q2 		$228K Buy
6,803
+218
+3% +$7.19K 0.01% 899
2024
Q1 		$212K Buy
+6,585
New +$206K 0.01% 894

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