Raymond James Financial
DFSE

Raymond James Financial’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Raymond James Financial’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
-12,506
Closed -$421K – 7013
2025
Q1 		$421K Buy
+12,506
New +$424K ﹤0.01% 4037

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

Raymond James Financial's DFSE Position: Q2 2025 in Review

Raymond James Financial sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q2 2025, closing a stake of 12,506 shares — an estimated $421K sold.

Raymond James Financial first reported a position in DFSE in Q1 2025 and held it in 1 quarter. The position peaked at $421K in Q1 2025. 141 funds tracked by Wall St. Rank hold DFSE as of Q2 2025.

  • Raymond James Financial reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 12,506 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2025, an estimated $421K.
  • Raymond James Financial first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and held it in 1 quarter.
  • Raymond James Financial's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $421K in Q1 2025.
  • 141 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.