MPCL
DFSE

My Personal CFO LLC’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

My Personal CFO LLC’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 		– Sell
-6,350
Closed -$261K – 118
2025
Q3 		$261K Buy
+6,350
New +$251K 0.1% 78

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Pathstone Holdings
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

My Personal CFO LLC's DFSE Position: Q4 2025 in Review

My Personal CFO LLC sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q4 2025, closing a stake of 6,350 shares — an estimated $261K sold.

My Personal CFO LLC first reported a position in DFSE in Q3 2025 and held it in 1 quarter. The position peaked at $261K in Q3 2025. 163 funds tracked by Wall St. Rank hold DFSE as of Q4 2025.

  • My Personal CFO LLC reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q4 2025 after selling out during the quarter.
  • My Personal CFO LLC sold 6,350 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2025, an estimated $261K.
  • My Personal CFO LLC first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2025 and held it in 1 quarter.
  • My Personal CFO LLC's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $261K in Q3 2025.
  • 163 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2025.

Based on My Personal CFO LLC's 13F filing for Q4 2025, filed 15 Jan 2026.