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	0.3%	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

AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 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 $952M AUM 22.68% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

FOA

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

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

Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

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 Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Merriman Wealth Management's DFSE Position: Q4 2024 in Review

Merriman Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4.6% in Q4 2024, buying an estimated $429K and bringing the position to 285,830 shares worth $9.47M. The position accounts for 0.39% of the portfolio, ranked #33.

Merriman Wealth Management first reported a position in DFSE in Q4 2022 and has held it in 9 quarters since. The position peaked at $9.68M in Q3 2024. 128 funds tracked by Wall St. Rank hold DFSE as of Q4 2024.

Merriman Wealth Management held 285,830 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $9.47M as of Q4 2024.
Merriman Wealth Management bought 12,463 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2024, an estimated $429K.
Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.39% of Merriman Wealth Management's portfolio in Q4 2024, its #33 holding.
Merriman Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 9 quarters since.
Merriman Wealth Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $9.68M in Q3 2024.
128 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.