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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

139 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.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
+2
Holders Change %
+1.46%
% 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
67
Reduced
34
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.57M
2
OMC
Old Mission Capital
Illinois
+$7.88M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.65M
4
SC
Schoolcraft Capital
Colorado
+$3.43M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.15M

Top Sellers

1
AC
AWM Capital
Arizona
-$9.7M
2
AWP
Abacus Wealth Partners
California
-$7.19M
3
FF
Francis Financial
-$4.02M
4
TC
TownSquare Capital
Utah
-$1.89M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$2.46M -$128K -3,357 -5%
HFS
27
Heritage Financial Services
Massachusetts
$2.31M -$3.69K -97 -0.2%
AIC
28
Allodium Investment Consultants
Minnesota
$2.3M -$22K -579 -0.9%
DWM
29
Drive Wealth Management
Utah
$2.18M +$43.7K +1,147 +2%
HIF
30
Hill Island Financial
Michigan
$2.1M +$2.1M +55,089 New
AC
31
Apella Capital
Connecticut
$1.97M +$155K +4,081 +9%
KFAA
32
Klaas Financial Asset Advisors
Illinois
$1.9M +$147K +3,858 +8%
TFP
33
Triune Financial Partners
Kansas
$1.79M +$1.79M +47,098 New
TWA
34
TCI Wealth Advisors
Arizona
$1.78M +$1.78M +46,837 New
FPAS
35
Focus Partners Advisor Solutions
Missouri
$1.77M -$46.5K -1,221 -3%
PWM
36
Perigon Wealth Management
California
$1.67M +$35.2K +926 +2%
PCI
37
Planning Center Inc
Illinois
$1.6M +$48.5K +1,273 +3%
NWM
38
Navigoe Wealth Management
California
$1.32M – – –
Corient Private Wealth
39
Corient Private Wealth
Florida
$1.28M -$1.23M -32,366 -49%
CI
40
Cordant Inc
Oregon
$1.22M -$37.3K -980 -3%
LAMC
41
Longview Asset Management (California)
California
$1.22M +$68.7K +1,804 +6%
TI
42
Truepoint Inc
Ohio
$1.21M -$54.8K -1,439 -4%
QHA
43
Quarry Hill Advisors
Minnesota
$1.17M +$76.5K +2,009 +7%
WWP
44
Waypoint Wealth Partners
California
$1.17M +$297K +7,803 +34%
Cerity Partners
45
Cerity Partners
New York
$1.17M +$1.17M +29,778 New
RIM
46
RW Investment Management
Idaho
$1.04M +$228 +6 +0%
SMA
47
Seven Mile Advisory
New Jersey
$826K – – –
MWM
48
Momentous Wealth Management
Washington
$823K +$60.2K +1,581 +8%
AA
49
Addison Advisors
Vermont
$816K +$27.1K +713 +3%
NCM
50
Northland Capital Management
Minnesota
$814K +$11.7K +307 +1%
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