Wolff Wiese Magana’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Wolff Wiese Magana’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	-1,543	Closed	-$45.3K	–	754
2023 Q3	$45.3K	Sell	1,543 -1,026	-40%	-$31.5K	0.04%	192
2023 Q2	$78.2K	Hold	2,569	–	–	0.06%	155
2023 Q1	$76.8K	Hold	2,569	–	–	0.06%	152
2022 Q4	$72.4K	Buy	+2,569	New	+$71.7K	0.06%	155

Other funds holding DFSE

QFA

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

AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.64B AUM

Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

Wolff Wiese Magana's DFSE Position: Q4 2023 in Review

Wolff Wiese Magana sold out of Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) in Q4 2023, closing a stake of 1,543 shares — an estimated $45.3K sold.

Wolff Wiese Magana first reported a position in DFSE in Q4 2022 and held it in 4 quarters. The position peaked at $78.2K in Q2 2023. 87 funds tracked by Wall St. Rank hold DFSE as of Q4 2023.

Wolff Wiese Magana reported no remaining Dimensional Emerging Markets Sustainability Core 1 ETF position as of Q4 2023 after selling out during the quarter.
Wolff Wiese Magana sold 1,543 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q4 2023, an estimated $45.3K.
Wolff Wiese Magana first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and held it in 4 quarters.
Wolff Wiese Magana's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $78.2K in Q2 2023.
87 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q4 2023.

Based on Wolff Wiese Magana's 13F filing for Q4 2023, filed 16 Jan 2024.