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DFSE

NewEdge Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

NewEdge Advisors’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 		$498K Hold
11,755
– – ﹤0.01% 1994
2025
Q4 		$488K Sell
11,755
-318
-3% -$13.1K ﹤0.01% 1985
2025
Q3 		$496K Buy
12,073
+2
+0% +$79 ﹤0.01% 1820
2025
Q2 		$459K Buy
12,071
+3
+0% +$105 ﹤0.01% 1742
2025
Q1 		$406K Hold
12,068
– – ﹤0.01% 1706
2024
Q4 		$400K Buy
12,068
+955
+9% +$32.9K ﹤0.01% 1690
2024
Q3 		$394K Buy
11,113
+3
+0% +$101 ﹤0.01% 1621
2024
Q2 		$372K Buy
11,110
+1
+0% +$33 ﹤0.01% 1593
2024
Q1 		$358K Buy
11,109
+1
+0% +$31 ﹤0.01% 1546
2023
Q4 		$335K Buy
+11,108
New +$332K ﹤0.01% 1496

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