HFS
DFSE

Heritage Financial Services’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Heritage Financial Services’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
Q4 		$2.48M Buy
59,733
+877
+1% +$36.3K 0.21% 21
2025
Q3 		$2.42M Sell
58,856
-1,928
-3% -$76.2K 0.22% 24
2025
Q2 		$2.31M Sell
60,784
-97
-0.2% -$3.4K 0.22% 21
2025
Q1 		$2.05M Sell
60,881
-13,033
-18% -$441K 0.2% 22
2024
Q4 		$2.45M Buy
73,914
+485
+0.7% +$16.7K 0.33% 18
2024
Q3 		$2.6M Buy
73,429
+87
+0.1% +$2.94K 0.35% 18
2024
Q2 		$2.45M Sell
73,342
-1,839
-2% -$60.7K 0.35% 18
2024
Q1 		$2.42M Sell
75,181
-1,670
-2% -$52.2K 0.36% 17
2023
Q4 		$2.43M Buy
76,851
+843
+1% +$25.2K 0.41% 15
2023
Q3 		$2.23M Buy
76,008
+1,800
+2% +$55.2K 0.44% 15
2023
Q2 		$2.26M Buy
74,208
+4,525
+6% +$135K 0.45% 15
2023
Q1 		$2.08M Sell
69,683
-502
-0.7% -$14.9K 0.45% 15
2022
Q4 		$1.98M Buy
+70,185
New +$1.96M 0.5% 15

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Heritage Financial Services's DFSE Position: Q4 2025 in Review

Heritage Financial Services increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.5% in Q4 2025, buying an estimated $36.3K and bringing the position to 59,733 shares worth $2.48M. The position accounts for 0.21% of the portfolio, ranked #21.

Heritage Financial Services first reported a position in DFSE in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.6M in Q3 2024. 163 funds tracked by Wall St. Rank hold DFSE as of Q4 2025.

  • Heritage Financial Services held 59,733 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $2.48M as of Q4 2025.
  • Heritage Financial Services bought 877 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2025, an estimated $36.3K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.21% of Heritage Financial Services's portfolio in Q4 2025, its #21 holding.
  • Heritage Financial Services first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 13 quarters since.
  • Heritage Financial Services's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $2.6M in Q3 2024.
  • 163 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.