LPL Financial
DFSE

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

LPL Financial’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 		$545K Buy
12,854
+774
+6% +$34K ﹤0.01% 4686
2025
Q4 		$501K Sell
12,080
-290
-2% -$12K ﹤0.01% 4714
2025
Q3 		$508K Buy
12,370
+338
+3% +$13.4K ﹤0.01% 4607
2025
Q2 		$458K Buy
12,032
+3,730
+45% +$131K ﹤0.01% 4450
2025
Q1 		$280K Buy
8,302
+1,159
+16% +$39.3K ﹤0.01% 4626
2024
Q4 		$237K Sell
7,143
-192
-3% -$6.61K ﹤0.01% 4702
2024
Q3 		$260K Buy
7,335
+95
+1% +$3.21K ﹤0.01% 4544
2024
Q2 		$242K Buy
+7,240
New +$239K ﹤0.01% 4419

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