PCM
DFSE

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

Passive 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
2025
Q2 		– Sell
-6,300
Closed -$212K – 84
2025
Q1 		$212K Hold
6,300
– – 0.07% 83
2024
Q4 		$209K Hold
6,300
– – 0.07% 65
2024
Q3 		$223K Hold
6,300
– – 0.08% 63
2024
Q2 		$211K Hold
6,300
– – 0.08% 63
2024
Q1 		$203K Buy
+6,300
New +$197K 0.08% 58

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

Passive Capital Management's DFSE Position: Q2 2025 in Review

Passive Capital Management sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2025, closing a stake of 6,300 shares — an estimated $212K sold.

Passive Capital Management first reported a position in DFSE in Q1 2024 and held it in 5 quarters. The position peaked at $223K in Q3 2024. 141 funds tracked by Wall St. Rank hold DFSE as of Q2 2025.

  • Passive Capital Management reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Passive Capital Management sold 6,300 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2025, an estimated $212K.
  • Passive Capital Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2024 and held it in 5 quarters.
  • Passive Capital Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $223K in Q3 2024.
  • 141 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2025.

Based on Passive Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.