WA
DFSE

Wealthstream Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Wealthstream Advisors’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
Q3 		$598K Buy
14,555
+1,663
+13% +$65.7K 0.09% 78
2025
Q2 		$491K Buy
12,892
+757
+6% +$26.5K 0.08% 85
2025
Q1 		$409K Buy
12,135
+15
+0.1% +$508 0.08% 86
2024
Q4 		$402K Buy
12,120
+2,676
+28% +$92.1K 0.07% 88
2024
Q3 		$335K Buy
9,444
+1,360
+17% +$46K 0.06% 96
2024
Q2 		$270K Buy
8,084
+45
+0.6% +$1.48K 0.1% 103
2024
Q1 		$259K Buy
8,039
+365
+5% +$11.4K 0.1% 107
2023
Q4 		$243K Buy
+7,674
New +$229K 0.1% 120

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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 $3.19B AUM 14.06% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 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
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return

Wealthstream Advisors's DFSE Position: Q3 2025 in Review

Wealthstream Advisors increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 13% in Q3 2025, buying an estimated $65.7K and bringing the position to 14,555 shares worth $598K. The position accounts for 0.09% of the portfolio, ranked #78.

Wealthstream Advisors first reported a position in DFSE in Q4 2023 and has held it in 8 quarters since. 148 funds tracked by Wall St. Rank hold DFSE as of Q3 2025.

  • Wealthstream Advisors held 14,555 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $598K as of Q3 2025.
  • Wealthstream Advisors bought 1,663 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q3 2025, an estimated $65.7K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.09% of Wealthstream Advisors's portfolio in Q3 2025, its #78 holding.
  • Wealthstream Advisors first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2023 and has held it in 8 quarters since.
  • 148 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.