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Red Lighthouse Investment Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Red Lighthouse Investment 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
2026
Q1 		– Sell
-1,345
Closed -$55.8K – 92
2025
Q4 		$55.8K Buy
1,345
+121
+10% +$5K 0.02% 76
2025
Q3 		$50.3K Hold
1,224
– – 0.02% 99
2025
Q2 		$46.6K Buy
1,224
+269
+28% +$9.43K 0.02% 100
2025
Q1 		$30.8K Sell
955
-252
-21% -$8.54K 0.01% 98
2024
Q4 		$40K Hold
1,207
– – 0.02% 97
2024
Q3 		$42.8K Buy
1,207
+133
+12% +$4.5K 0.02% 95
2024
Q2 		$35.9K Buy
1,074
+119
+12% +$3.92K 0.02% 98
2024
Q1 		$30.8K Hold
955
– – 0.01% 98
2023
Q4 		$30.2K Hold
955
– – 0.01% 94
2023
Q3 		$28.1K Hold
955
– – 0.01% 89
2023
Q2 		$29.1K Hold
955
– – 0.01% 90
2023
Q1 		$28.5K Hold
955
– – 0.01% 90
2022
Q4 		$26.9K Buy
+955
New +$26.6K 0.01% 92

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Red Lighthouse Investment Management's DFSE Position: Q1 2026 in Review

Red Lighthouse Investment Management sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q1 2026, closing a stake of 1,345 shares — an estimated $55.8K sold.

Red Lighthouse Investment Management first reported a position in DFSE in Q4 2022 and held it in 13 quarters. The position peaked at $55.8K in Q4 2025. 176 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Red Lighthouse Investment Management reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q1 2026 after selling out during the quarter.
  • Red Lighthouse Investment Management sold 1,345 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $55.8K.
  • Red Lighthouse Investment Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and held it in 13 quarters.
  • Red Lighthouse Investment Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $55.8K in Q4 2025.
  • 176 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Red Lighthouse Investment Management's 13F filing for Q1 2026, filed 8 May 2026.