We are live on ! Find out more
DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

141 hedge funds and large institutions have $296M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 66 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 36

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

21% more capital invested

Capital invested by funds: $244M → $296M (+$52.3M)

2.37% more ownership

Funds ownership: 68.42% → 70.79% (+2.4%)

1% more funds holding

Funds holding: 139 → 141 (+2)

Holders
141
Holders Change
+2
Holders Change %
+1.44%
% of All Funds
1.86%
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
66
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$7.89M
2
OMC
Old Mission Capital
Illinois
+$7.26M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.28M
4
SC
Schoolcraft Capital
Colorado
+$3.16M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$8.94M
2
AWP
Abacus Wealth Partners
California
-$6.62M
3
FF
Francis Financial
-$4.02M
4
TC
TownSquare Capital
Utah
-$1.89M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$2.46M -$118K -3,357 -5%
HFS
27
Heritage Financial Services
Massachusetts
$2.31M -$3.4K -97 -0.2%
AIC
28
Allodium Investment Consultants
Minnesota
$2.3M -$20.3K -579 -0.9%
DWM
29
Drive Wealth Management
Utah
$2.18M +$40.2K +1,147 +2%
HIF
30
Hill Island Financial
Michigan
$2.1M +$1.93M +55,089 New
AC
31
Apella Capital
Connecticut
$1.97M +$143K +4,081 +9%
KFAA
32
Klaas Financial Asset Advisors
Illinois
$1.9M +$135K +3,858 +8%
TFP
33
Triune Financial Partners
Kansas
$1.79M +$1.65M +47,098 New
TWA
34
TCI Wealth Advisors
Arizona
$1.78M +$1.64M +46,837 New
FPAS
35
Focus Partners Advisor Solutions
Missouri
$1.77M -$42.8K -1,221 -3%
PWM
36
Perigon Wealth Management
California
$1.67M +$32.5K +926 +2%
PCI
37
Planning Center Inc
Illinois
$1.6M +$44.6K +1,273 +3%
NWM
38
Navigoe Wealth Management
California
$1.32M – – –
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.28M -$1.13M -32,366 -49%
CI
40
Cordant Inc
Oregon
$1.22M -$34.4K -980 -3%
LAMC
41
Longview Asset Management (California)
California
$1.22M +$63.2K +1,804 +6%
TI
42
Truepoint Inc
Ohio
$1.21M -$50.4K -1,439 -4%
QHA
43
Quarry Hill Advisors
Minnesota
$1.17M +$70.4K +2,009 +7%
WWP
44
Waypoint Wealth Partners
California
$1.17M +$274K +7,803 +34%
Cerity Partners
45
Cerity Partners
New York
$1.17M +$1.04M +29,778 New
BEW
46
Burton Enright Welch
California
$1.09M – – –
RIM
47
RW Investment Management
Idaho
$1.04M +$210 +6 +0%
CFGA
48
Cambridge Financial Group (Arizona)
Arizona
$896K -$346K -9,864 -30%
SMA
49
Seven Mile Advisory
New Jersey
$826K – – –
MWM
50
Momentous Wealth Management
Washington
$823K +$55.4K +1,581 +8%
1
2
3 4 5

DFSE Hedge Fund Activity: Q2 2025 in Review

141 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q2 2025, worth a combined $296M — up 21% from $244M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new DFSE positions and 13 closed out — a net gain of 7 holders — while 66 added to existing stakes and 36 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $7.89M. The largest seller was AWM Capital, cutting an estimated $8.94M.

  • 141 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $296M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q2 2025, up 21% quarter-over-quarter.
  • 20 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q2 2025 and 13 closed out, a net change of +7 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q2 2025 was Focus Partners Wealth, an estimated $7.89M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q2 2025 was AWM Capital, an estimated $8.94M sold.

Based on aggregated 13F filings for Q2 2025.