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

JFS 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
2026 Q2	$23.2K	Hold	475	–	–	﹤0.01%	732
2026 Q1	$20.1K	Hold	475	–	–	﹤0.01%	734
2025 Q4	$19.7K	Hold	475	–	–	﹤0.01%	752
2025 Q3	$19.5K	Sell	475 -173	-27%	-$6.83K	﹤0.01%	705
2025 Q2	$24.7K	Hold	648	–	–	﹤0.01%	613
2025 Q1	$21.8K	Hold	648	–	–	﹤0.01%	641
2024 Q4	$21.5K	Hold	648	–	–	﹤0.01%	623
2024 Q3	$23K	Sell	648 -120	-16%	-$4.06K	﹤0.01%	612
2024 Q2	$25.7K	Sell	768 -227	-23%	-$7.49K	﹤0.01%	551
2024 Q1	$32K	Hold	995	–	–	﹤0.01%	518
2023 Q4	$31.5K	Hold	995	–	–	﹤0.01%	489
2023 Q3	$29.2K	Sell	995 -103	-9%	-$3.16K	﹤0.01%	460
2023 Q2	$33.4K	Buy	+1,098	New	+$32.9K	﹤0.01%	432

Other funds holding DFSE

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

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return