TIM
DFSE

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

Tortoise 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
2025
Q4 		– Sell
-1,720
Closed -$70.7K – 539
2025
Q3 		$70.7K Hold
1,720
– – 0.01% 350
2025
Q2 		$65.5K Hold
1,720
– – 0.01% 350
2025
Q1 		$57.9K Hold
1,720
– – 0.01% 353
2024
Q4 		$57K Hold
1,720
– – 0.01% 400
2024
Q3 		$60.9K Buy
1,720
+750
+77% +$25.4K 0.01% 381
2024
Q2 		$32.5K Hold
970
– – ﹤0.01% 460
2024
Q1 		$31.2K Buy
970
+640
+194% +$20K ﹤0.01% 449
2023
Q4 		$10.4K Hold
330
– – ﹤0.01% 569
2023
Q3 		$9.7K Buy
+330
New +$10.1K ﹤0.01% 562

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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Tortoise Investment Management's DFSE Position: Q4 2025 in Review

Tortoise Investment Management sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q4 2025, closing a stake of 1,720 shares — an estimated $70.7K sold.

Tortoise Investment Management first reported a position in DFSE in Q3 2023 and held it in 9 quarters. The position peaked at $70.7K in Q3 2025. 165 funds tracked by Wall St. Rank hold DFSE as of Q4 2025.

  • Tortoise Investment Management reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 1,720 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2025, an estimated $70.7K.
  • Tortoise Investment Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q3 2023 and held it in 9 quarters.
  • Tortoise Investment Management's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $70.7K in Q3 2025.
  • 165 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.