PFO
DFSE

Pathstone Family Office’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Pathstone Family Office’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
2023
Q3 		$1.75M Buy
59,658
+5,946
+11% +$182K 0.01% 500
2023
Q2 		$1.63M Buy
53,712
+43,469
+424% +$1.3M 0.02% 357
2023
Q1 		$306K Sell
10,243
-10,229
-50% -$303K 0.01% 904
2022
Q4 		$577K Buy
+20,472
New +$571K ﹤0.01% 1037

Other funds holding DFSE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Pathstone Family Office's DFSE Position: Q3 2023 in Review

Pathstone Family Office increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 11% in Q3 2023, buying an estimated $182K and bringing the position to 59,658 shares worth $1.75M. The position accounts for 0.01% of the portfolio, ranked #500.

Pathstone Family Office first reported a position in DFSE in Q4 2022 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold DFSE as of Q3 2023.

  • Pathstone Family Office held 59,658 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.75M as of Q3 2023.
  • Pathstone Family Office bought 5,946 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2023, an estimated $182K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.01% of Pathstone Family Office's portfolio in Q3 2023, its #500 holding.
  • Pathstone Family Office first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.