RIP
DFSE

RAM Investment Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

RAM Investment Partners’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
Q2 		$3.84M Buy
78,545
+7,500
+11% +$359K 0.61% 19
2026
Q1 		$3.01M Buy
71,045
+3,201
+5% +$141K 0.53% 21
2025
Q4 		$2.81M Buy
67,844
+2,030
+3% +$83.9K 0.51% 23
2025
Q3 		$2.7M Sell
65,814
-686
-1% -$27.1K 0.51% 23
2025
Q2 		$2.53M Buy
66,500
+9,877
+17% +$346K 0.53% 20
2025
Q1 		$1.91M Buy
56,623
+3,472
+7% +$118K 0.47% 19
2024
Q4 		$1.76M Buy
53,151
+6,839
+15% +$235K 0.43% 21
2024
Q3 		$1.64M Buy
46,312
+9,999
+28% +$338K 0.43% 20
2024
Q2 		$1.22M Buy
36,313
+10,888
+43% +$359K 0.35% 26
2024
Q1 		$819K Buy
25,425
+2,113
+9% +$66K 0.26% 27
2023
Q4 		$737K Buy
23,312
+4,400
+23% +$132K 0.26% 27
2023
Q3 		$556K Sell
18,912
-2,719
-13% -$83.4K 0.24% 28
2023
Q2 		$658K Sell
21,631
-9,557
-31% -$286K 0.28% 27
2023
Q1 		$932K Buy
31,188
+5,507
+21% +$163K 0.5% 17
2022
Q4 		$724K Buy
+25,681
New +$716K 0.45% 19

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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 $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

RAM Investment Partners's DFSE Position: Q2 2026 in Review

RAM Investment Partners increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 11% in Q2 2026, buying an estimated $359K and bringing the position to 78,545 shares worth $3.84M. The position accounts for 0.61% of the portfolio, ranked #19.

RAM Investment Partners first reported a position in DFSE in Q4 2022 and has held it in 15 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • RAM Investment Partners held 78,545 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $3.84M as of Q2 2026.
  • RAM Investment Partners bought 7,500 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $359K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.61% of RAM Investment Partners's portfolio in Q2 2026, its #19 holding.
  • RAM Investment Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.