IA
DFSE

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

IFP 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
Q1 		$11.8K Sell
279
-67
-19% -$2.94K ﹤0.01% 3069
2025
Q4 		$14.4K Buy
346
+28
+9% +$1.16K ﹤0.01% 2889
2025
Q3 		$13.1K Buy
318
+82
+35% +$3.24K ﹤0.01% 2769
2025
Q2 		$8.99K Sell
236
-12
-5% -$421 ﹤0.01% 2984
2025
Q1 		$8.36K Buy
248
+28
+13% +$949 ﹤0.01% 2642
2024
Q4 		$7.29K Buy
220
+46
+26% +$1.58K ﹤0.01% 2664
2024
Q3 		$6.16K Buy
+174
New +$5.88K ﹤0.01% 2599

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