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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

138 hedge funds and large institutions have $294M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 34 reducing their positions, and 13 closing their positions.

Holders
138
Holders Change
+1
Holders Change %
+0.73%
% of All Funds
1.85%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
20
Increased
67
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$20.9M
2
Focus Partners Wealth
2
Focus Partners Wealth
Massachusetts
$20.5M
3
OMC
3
Old Mission Capital
Illinois
$7.88M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$4.65M
5
SC
5
Schoolcraft Capital
Colorado
$5.65M

Top Sellers

1
AC
1
AWM Capital
Arizona
$23.9M
2
AWP
2
Abacus Wealth Partners
California
$12.8M
3
FF
3
Francis Financial
$0
4
TC
4
TownSquare Capital
Utah
$0
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$1.28M
Name Market Value Shares Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$2.46M 64,715 -3,357 -5%
HFS
27
Heritage Financial Services
Massachusetts
$2.31M 60,784 -97 -0.2%
AIC
28
Allodium Investment Consultants
Minnesota
$2.3M 60,540 -579 -0.9%
DWM
29
Drive Wealth Management
Utah
$2.18M 57,274 +1,147 +2%
HIF
30
Hill Island Financial
Michigan
$2.1M 55,089 +55,089 New
AC
31
Apella Capital
Connecticut
$1.97M 51,928 +4,081 +9%
KFAA
32
Klaas Financial Asset Advisors
Illinois
$1.9M 49,829 +3,858 +8%
TFP
33
Triune Financial Partners
Kansas
$1.79M 47,098 +47,098 New
TWA
34
TCI Wealth Advisors
Arizona
$1.78M 46,837 +46,837 New
FPAS
35
Focus Partners Advisor Solutions
Missouri
$1.77M 46,573 -1,221 -3%
PWM
36
Perigon Wealth Management
California
$1.67M 43,944 +926 +2%
PCI
37
Planning Center Inc
Illinois
$1.6M 42,127 +1,273 +3%
NWM
38
Navigoe Wealth Management
California
$1.32M 34,734 – –
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.28M 33,684 -32,366 -49%
CI
40
Cordant Inc
Oregon
$1.22M 32,121 -980 -3%
LAMC
41
Longview Asset Management (California)
California
$1.22M 31,932 +1,804 +6%
TI
42
Truepoint Inc
Ohio
$1.21M 31,701 -1,439 -4%
QHA
43
Quarry Hill Advisors
Minnesota
$1.17M 30,796 +2,009 +7%
WWP
44
Waypoint Wealth Partners
California
$1.17M 30,733 +7,803 +34%
Cerity Partners
45
Cerity Partners
New York
$1.17M 29,778 +29,778 New
RIM
46
RW Investment Management
Idaho
$1.04M 27,435 +6 +0%
SMA
47
Seven Mile Advisory
New Jersey
$826K 21,695 – –
MWM
48
Momentous Wealth Management
Washington
$823K 21,636 +1,581 +8%
AA
49
Addison Advisors
Vermont
$816K 21,443 +713 +3%
NCM
50
Northland Capital Management
Minnesota
$814K 21,400 +307 +1%
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