Wells Fargo
DFSE

Wells Fargo’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Wells Fargo’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
2023
Q4 		– Sell
-864
Closed -$25.4K – 7613
2023
Q3 		$25.4K Hold
864
– – ﹤0.01% 5503
2023
Q2 		$26.3K Buy
+864
New +$25.8K ﹤0.01% 5655

Other funds holding DFSE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Wells Fargo's DFSE Position: Q4 2023 in Review

Wells Fargo sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q4 2023, closing a stake of 864 shares — an estimated $25.4K sold.

Wells Fargo first reported a position in DFSE in Q2 2023 and held it in 2 quarters. The position peaked at $26.3K in Q2 2023. 87 funds tracked by Wall St. Rank hold DFSE as of Q4 2023.

  • Wells Fargo reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 864 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2023, an estimated $25.4K.
  • Wells Fargo first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q2 2023 and held it in 2 quarters.
  • Wells Fargo's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $26.3K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2023.

Based on Wells Fargo's 13F filing for Q4 2023, filed 9 Feb 2024.