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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

Delisted

DFSE was delisted on the 24th of June, 2026.

163 hedge funds and large institutions have $354M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$342K
CCMI
102
Creative Capital Management Investments
California
$336K
CA
103
CGN Advisors
Kansas
$320K
SIP
104
Sellwood Investment Partners
Oregon
$319K
PFS
105
Professional Financial Solutions
Virginia
$302K
CCWM
106
Cassaday & Co Wealth Management
Virginia
$300K
GWM
107
Grand Wealth Management
Michigan
$295K
CCC
108
Compass Capital Corp
Massachusetts
$295K
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$290K
RFP
110
Root Financial Partners
California
$289K
VT
111
Vise Technologies
New York
$289K
AWM
112
Apollon Wealth Management
South Carolina
$286K
BA
113
Bridgewater Advisors
New York
$282K
FWMP
114
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$265K
WAN
115
Wealth Advisors Northwest
Oregon
$259K
TAWM
116
Three Arch Wealth Management
California
$255K
PHWA
117
Petersen Hastings Wealth Advisors
Washington
$252K
TWM
118
Tanager Wealth Management
United Kingdom
$250K
DFP
119
Donalies Financial Planning
District of Columbia
$232K
PAG
120
Private Advisor Group
New Jersey
$229K
MWA
121
Mills Wealth Advisors
Texas
$225K
XPN
122
XY Planning Network
Montana
$225K
UWM
123
United Wealth Management
Virginia
$224K
Creative Planning
124
Creative Planning
Kansas
$214K
MA
125
McGrath & Associates
North Carolina
$212K