SAM
DFSE

Smartleaf Asset Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Smartleaf Asset 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 		$31.9K Hold
777
– – ﹤0.01% 1709
2025
Q4 		$32.3K Hold
777
– – ﹤0.01% 1775
2025
Q3 		$31.8K Hold
777
– – ﹤0.01% 1610
2025
Q2 		$29.3K Buy
777
+603
+347% +$21.1K ﹤0.01% 1396
2025
Q1 		$5.9K Buy
+174
New +$5.89K ﹤0.01% 2133

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 $7.79B 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 $20.3B AUM

Smartleaf Asset Management's DFSE Position: Q1 2026 in Review

Smartleaf Asset Management held its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) position steady in Q1 2026 at 777 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1709.

Smartleaf Asset Management first reported a position in DFSE in Q1 2025 and has held it in 5 quarters since. The position peaked at $32.3K in Q4 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Smartleaf Asset Management held 777 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $31.9K as of Q1 2026.
  • Smartleaf Asset Management left its Dimensional Emerging Markets Sustainability Core 1 ETF share count unchanged in Q1 2026.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1709 holding.
  • Smartleaf Asset Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2025 and has held it in 5 quarters since.
  • Smartleaf Asset Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $32.3K in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.