LFA
DFSE

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

Level Financial 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 		$426K Buy
8,715
+94
+1% +$4.5K 0.1% 71
2026
Q1 		$365K Sell
8,621
-415
-5% -$18.2K 0.09% 71
2025
Q4 		$375K Buy
9,036
+805
+10% +$33.3K 0.1% 68
2025
Q3 		$338K Buy
8,231
+235
+3% +$9.28K 0.1% 77
2025
Q2 		$304K Buy
7,996
+617
+8% +$21.6K 0.09% 75
2025
Q1 		$249K Buy
7,379
+25
+0.3% +$847 0.08% 80
2024
Q4 		$244K Buy
+7,354
New +$253K 0.09% 75
2024
Q1 		– Sell
-30
Closed -$949 – 123
2023
Q4 		$949 Hold
30
– – ﹤0.01% 254
2023
Q3 		$882 Buy
30
+9
+43% +$276 ﹤0.01% 263
2023
Q2 		$639 Buy
+21
New +$628 ﹤0.01% 267

Other funds holding DFSE

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
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
NCM
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
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
CI
Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return
LAMC
Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return