LAMC
DFSE

Longview Asset Management (California)’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Longview Asset Management (California)’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 		$1.67M Sell
34,136
-3,347
-9% -$160K 0.82% 15
2026
Q1 		$1.59M Buy
37,483
+1,492
+4% +$65.6K 0.86% 14
2025
Q4 		$1.49M Buy
35,991
+898
+3% +$37.1K 0.82% 16
2025
Q3 		$1.44M Buy
35,093
+3,161
+10% +$125K 0.83% 16
2025
Q2 		$1.22M Buy
31,932
+1,804
+6% +$63.2K 0.76% 16
2025
Q1 		$1.01M Buy
30,128
+2,396
+9% +$81.2K 0.67% 17
2024
Q4 		$919K Buy
+27,732
New +$955K 0.62% 18

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