OCM
DFSE

Orion Capital Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Orion Capital 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
2026
Q1 		$80.3K Sell
1,895
-437
-19% -$19.2K 0.03% 214
2025
Q4 		$96.7K Buy
2,332
+9
+0.4% +$372 0.03% 208
2025
Q3 		$95.5K Buy
2,323
+8
+0.3% +$316 0.03% 206
2025
Q2 		$88.1K Sell
2,315
-316
-12% -$11.1K 0.03% 193
2025
Q1 		$88.6K Sell
2,631
-267
-9% -$9.04K 0.04% 186
2024
Q4 		$96K Buy
+2,898
New +$99.8K 0.04% 173
2024
Q3 		– Sell
-2,872
Closed -$96.1K – 234
2024
Q2 		$96.1K Sell
2,872
-737
-20% -$24.3K 0.05% 153
2024
Q1 		$116K Buy
3,609
+70
+2% +$2.19K 0.06% 150
2023
Q4 		$112K Buy
3,539
+114
+3% +$3.41K 0.07% 157
2023
Q3 		$101K Buy
+3,425
New +$105K 0.07% 157

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