Strategic Investment Solutions’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Strategic Investment Solutions’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 Q2	$5.8K	Buy	119 +41	+53%	+$1.96K	﹤0.01%	494
2026 Q1	$3.31K	Hold	78	–	–	﹤0.01%	529
2025 Q4	$3.23K	Buy	78 +1	+1%	+$41	﹤0.01%	512
2025 Q3	$3.18K	Hold	77	–	–	﹤0.01%	486
2025 Q2	$2.92K	Buy	77 +1	+1%	+$35	﹤0.01%	477
2025 Q1	$2.57K	Hold	76	–	–	﹤0.01%	500
2024 Q4	$2.52K	Hold	76	–	–	﹤0.01%	518
2024 Q3	$2.68K	Buy	76 +1	+1%	+$34	﹤0.01%	485
2024 Q2	$2.54K	Buy	+75	New	+$2.47K	﹤0.01%	483
2023 Q2	–	Sell	-1,965	Closed	-$58.7K	–	898
2023 Q1	$58.7K	Buy	+1,965	New	+$58.3K	0.01%	340

Other funds holding DFSE

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Cordant Inc Portland, Oregon $278M AUM 23.17% 1-Year Est. Return

Longview Asset Management (California) San Rafael, California $202M AUM 11.36% 1-Year Est. Return