SMA
DFSE

Seven Mile Advisory’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Seven Mile Advisory’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 		$868K Sell
20,479
-2,048
-9% -$90K 0.63% 25
2025
Q4 		$934K Buy
22,527
+1,336
+6% +$55.2K 0.16% 73
2025
Q3 		$871K Sell
21,191
-504
-2% -$19.9K 0.14% 79
2025
Q2 		$826K Hold
21,695
– – 0.5% 31
2025
Q1 		$731K Hold
21,695
– – 0.49% 36
2024
Q4 		$719K Hold
21,695
– – 0.46% 32
2024
Q3 		$768K Hold
21,695
– – 0.51% 33
2024
Q2 		$726K Hold
21,695
– – 0.53% 32
2024
Q1 		$699K Buy
21,695
+968
+5% +$30.3K 0.53% 36
2023
Q4 		$655K Buy
20,727
+325
+2% +$9.72K 0.57% 35
2023
Q3 		$600K Hold
20,402
– – 0.63% 34
2023
Q2 		$621K Buy
+20,402
New +$610K 0.72% 29

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM