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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

139 hedge funds and large institutions have $244M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

9% more funds holding

Funds holding: 128 → 139 (+11)

8% more capital invested

Capital invested by funds: $227M → $244M (+$17.4M)

3.64% less ownership

Funds ownership: 72.06% → 68.42% (-3.6%)

14% less funds holding in top 10

Funds holding in top 10: 7 → 6 (-1)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
19
Increased
64
Reduced
34
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.1M
2
Jane Street
Jane Street
New York
+$5.75M
3
WCWM
Willow Creek Wealth Management
California
+$1.95M
4
RS
Retirement Solution
Washington
+$1.88M
5
QFA
Quantum Financial Advisors
California
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$3.92M
2
GA
Greenspring Advisors
Maryland
-$2.01M
3
HFS
Heritage Financial Services
Massachusetts
-$441K
4
TWA
TCI Wealth Advisors
Arizona
-$420K
5
SC
Schoolcraft Capital
Colorado
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
26
Heritage Financial Services
Massachusetts
$2.05M -$441K -13,033 -18%
SC
27
Schoolcraft Capital
Colorado
$1.96M -$391K -11,529 -17%
RIP
28
RAM Investment Partners
Washington
$1.91M +$118K +3,472 +7%
TC
29
TownSquare Capital
Utah
$1.89M -$197K -5,826 -9%
DWM
30
Drive Wealth Management
Utah
$1.89M -$141K -4,155 -7%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$1.61M +$331K +9,782 +26%
KFAA
32
Klaas Financial Asset Advisors
Illinois
$1.55M +$318K +9,397 +26%
AC
33
Apella Capital
Connecticut
$1.52M +$367K +10,842 +29%
PFA
34
Pure Financial Advisors
California
$1.5M +$423K +12,474 +39%
PWM
35
Perigon Wealth Management
California
$1.45M +$152K +4,500 +12%
PCI
36
Planning Center Inc
Illinois
$1.38M -$61.1K -1,803 -4%
NWM
37
Navigoe Wealth Management
California
$1.17M -$42.9K -1,267 -4%
CFGA
38
Cambridge Financial Group (Arizona)
Arizona
$1.13M +$31.7K +935 +3%
TI
39
Truepoint Inc
Ohio
$1.12M +$36.7K +1,082 +3%
CI
40
Cordant Inc
Oregon
$1.11M -$11.7K -345 -1%
CW
41
Cook Wealth
North Carolina
$1.02M -$3.63K -107 -0.4%
LAMC
42
Longview Asset Management (California)
California
$1.01M +$81.2K +2,396 +9%
QHA
43
Quarry Hill Advisors
Minnesota
$970K +$200K +5,897 +26%
BEW
44
Burton Enright Welch
California
$966K +$1.22K +36 +0.1%
RIM
45
RW Investment Management
Idaho
$924K -$109K -3,222 -11%
NL
46
NWAM LLC
Washington
$777K +$34K +1,004 +5%
CPCM
47
Cardinal Point Capital Management
Ontario, Canada
$775K -$70.3K -2,075 -8%
WWP
48
Waypoint Wealth Partners
California
$772K -$1.08K -32 -0.1%
SMA
49
Seven Mile Advisory
New Jersey
$731K – – –
EWA
50
EP Wealth Advisors
California
$712K +$58.9K +1,740 +9%
1
2
3 4 5

DFSE Hedge Fund Activity: Q1 2025 in Review

139 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q1 2025, worth a combined $244M — up 7.7% from $227M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFSE positions and 5 closed out — a net gain of 14 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $10.1M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $3.92M sold.

  • 139 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $244M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q1 2025, up 7.7% quarter-over-quarter.
  • 19 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q1 2025 and 5 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $10.1M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $3.92M sold.

Based on aggregated 13F filings for Q1 2025.