MWM
DFSE

Merriman Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Merriman Wealth Management’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
2024
Q4 		$9.47M Buy
285,830
+12,463
+5% +$429K 0.39% 33
2024
Q3 		$9.68M Buy
273,367
+6,256
+2% +$211K 0.39% 31
2024
Q2 		$8.94M Buy
267,111
+15,347
+6% +$506K 0.39% 31
2024
Q1 		$8.11M Buy
251,764
+16,478
+7% +$515K 0.36% 31
2023
Q4 		$7.44M Buy
235,286
+20,895
+10% +$625K 0.36% 29
2023
Q3 		$6.3M Buy
214,391
+11,176
+5% +$343K 0.33% 35
2023
Q2 		$6.19M Buy
203,215
+5,302
+3% +$159K 0.31% 45
2023
Q1 		$5.92M Buy
197,913
+30,720
+18% +$911K 0.3% 41
2022
Q4 		$4.71M Buy
+167,193
New +$4.66M 0.24% 51

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return