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

Longview Asset Management (New Mexico)’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	$12.2M	Buy	293,983 +1,214	+0.4%	+$50.2K	8.5%	3
2025 Q3	$12M	Buy	292,769 +28,063	+11%	+$1.11M	8.31%	3
2025 Q2	$10.1M	Buy	264,706 +46,736	+21%	+$1.64M	7.61%	3
2025 Q1	$7.34M	Buy	217,970 +30,382	+16%	+$1.03M	6.3%	3
2024 Q4	$6.22M	Buy	+187,588	New	+$6.46M	5.42%	4

Other funds holding DFSE

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

QFA

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 $7.79B AUM 20.38% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Longview Asset Management (New Mexico)'s DFSE Position: Q4 2025 in Review

Longview Asset Management (New Mexico) increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.41% in Q4 2025, buying an estimated $50.2K and bringing the position to 293,983 shares worth $12.2M. The position accounts for 8.5% of the portfolio, ranked #3.

Longview Asset Management (New Mexico) first reported a position in DFSE in Q4 2024 and has held it in 5 quarters since. 163 funds tracked by Wall St. Rank hold DFSE as of Q4 2025.

Longview Asset Management (New Mexico) held 293,983 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $12.2M as of Q4 2025.
Longview Asset Management (New Mexico) bought 1,214 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2025, an estimated $50.2K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 8.5% of Longview Asset Management (New Mexico)'s portfolio in Q4 2025, its #3 holding.
Longview Asset Management (New Mexico) first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 5 quarters since.
163 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2025.

Based on Longview Asset Management (New Mexico)'s 13F filing for Q4 2025, filed 9 Feb 2026.