PWM
DFSE

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

Parkworth 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
2025
Q2 		$130K Buy
3,405
+132
+4% +$4.63K 0.09% 72
2025
Q1 		$110K Buy
3,273
+522
+19% +$17.7K 0.09% 69
2024
Q4 		$91.2K Buy
+2,751
New +$94.7K 0.08% 73

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
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
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
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Parkworth Wealth Management's DFSE Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 4% in Q2 2025, buying an estimated $4.63K and bringing the position to 3,405 shares worth $130K. The position accounts for 0.09% of the portfolio, ranked #72.

Parkworth Wealth Management first reported a position in DFSE in Q4 2024 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold DFSE as of Q2 2025.

  • Parkworth Wealth Management held 3,405 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $130K as of Q2 2025.
  • Parkworth Wealth Management bought 132 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2025, an estimated $4.63K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.09% of Parkworth Wealth Management's portfolio in Q2 2025, its #72 holding.
  • Parkworth Wealth Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2024 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.