RTL
DFSE

Red Tortoise LLC’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Red Tortoise LLC’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 		$70.5K Sell
1,663
-188
-10% -$8.26K 0.03% 123
2025
Q4 		$76.8K Hold
1,851
– – 0.03% 116
2025
Q3 		$76.1K Hold
1,851
– – 0.03% 116
2025
Q2 		$70.4K Hold
1,851
– – 0.03% 106
2025
Q1 		$62.3K Hold
1,851
– – 0.03% 103
2024
Q4 		$61.3K Sell
1,851
-337
-15% -$11.6K 0.03% 110
2024
Q3 		$77.5K Buy
2,188
+18
+0.8% +$609 0.04% 105
2024
Q2 		$72.6K Buy
2,170
+13
+0.6% +$429 0.04% 103
2024
Q1 		$69.5K Buy
2,157
+1
+0% +$31 0.04% 101
2023
Q4 		$68.2K Buy
2,156
+10
+0.5% +$299 0.04% 97
2023
Q3 		$63.1K Buy
2,146
+24
+1% +$736 0.04% 97
2023
Q2 		$64.6K Buy
2,122
+757
+55% +$22.6K 0.04% 95
2023
Q1 		$40.8K Buy
+1,365
New +$40.5K 0.03% 105

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 Tortoise LLC's DFSE Position: Q1 2026 in Review

Red Tortoise LLC reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 10% in Q1 2026, selling an estimated $8.26K and leaving 1,663 shares worth $70.5K. The position accounts for 0.03% of the portfolio, ranked #123.

Red Tortoise LLC first reported a position in DFSE in Q1 2023 and has held it in 13 quarters since. The position peaked at $77.5K in Q3 2024. 176 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Red Tortoise LLC held 1,663 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $70.5K as of Q1 2026.
  • Red Tortoise LLC sold 188 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $8.26K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.03% of Red Tortoise LLC's portfolio in Q1 2026, its #123 holding.
  • Red Tortoise LLC first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 13 quarters since.
  • Red Tortoise LLC's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $77.5K in Q3 2024.
  • 176 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.