WWP
DFSE

Waypoint Wealth Partners’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Waypoint Wealth Partners’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
Q2 		$1.17M Buy
30,733
+7,803
+34% +$274K 0.28% 28
2025
Q1 		$772K Sell
22,930
-32
-0.1% -$1.08K 0.21% 30
2024
Q4 		$761K Buy
22,962
+6,097
+36% +$210K 0.21% 31
2024
Q3 		$597K Buy
16,865
+933
+6% +$31.5K 0.16% 37
2024
Q2 		$533K Buy
15,932
+1,458
+10% +$48.1K 0.16% 36
2024
Q1 		$466K Buy
14,474
+4,340
+43% +$136K 0.13% 46
2023
Q4 		$320K Hold
10,134
– – 0.1% 62
2023
Q3 		$298K Buy
10,134
+782
+8% +$24K 0.1% 63
2023
Q2 		$285K Sell
9,352
-388
-4% -$11.6K 0.1% 56
2023
Q1 		$291K Buy
+9,740
New +$289K 0.1% 53

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 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
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Waypoint Wealth Partners's DFSE Position: Q2 2025 in Review

Waypoint Wealth Partners increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 34% in Q2 2025, buying an estimated $274K and bringing the position to 30,733 shares worth $1.17M. The position accounts for 0.28% of the portfolio, ranked #28.

Waypoint Wealth Partners first reported a position in DFSE in Q1 2023 and has held it in 10 quarters since. 142 funds tracked by Wall St. Rank hold DFSE as of Q2 2025.

  • Waypoint Wealth Partners held 30,733 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.17M as of Q2 2025.
  • Waypoint Wealth Partners bought 7,803 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2025, an estimated $274K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.28% of Waypoint Wealth Partners's portfolio in Q2 2025, its #28 holding.
  • Waypoint Wealth Partners first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q1 2023 and has held it in 10 quarters since.
  • 142 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2025.

Based on Waypoint Wealth Partners's 13F filing for Q2 2025, filed 10 Jul 2025.