Heck Capital Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Heck Capital 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 Q2	$505K	Sell	10,323 -267	-3%	-$12.8K	0.03%	152
2026 Q1	$449K	Sell	10,590 -406	-4%	-$17.8K	0.03%	152
2025 Q4	$456K	Sell	10,996 -503	-4%	-$20.8K	0.03%	156
2025 Q3	$472K	Sell	11,499 -18	-0.2%	-$711	0.04%	150
2025 Q2	$438K	Sell	11,517 -5	-0%	-$175	0.04%	141
2025 Q1	$388K	Buy	+11,522	New	+$390K	0.04%	130

Other funds holding DFSE

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Cambridge Financial Group (Arizona) Tucson, Arizona $318M AUM 27.36% 1-Year Est. Return

Henrickson Nauta Wealth Advisors Belmont, Michigan $410M AUM 25.02% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

CGN Advisors Manhattan, Kansas $1.37B AUM 15.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return