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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

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: 128139 (+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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
NCM
51
Northland Capital Management
Minnesota
$710K -$74.4K -2,195 -9%
Betterment LLC
52
Betterment LLC
New York
$701K +$109K +3,205 +18%
AA
53
Addison Advisors
Vermont
$698K +$23K +680 +3%
MWM
54
Momentous Wealth Management
Washington
$675K +$97.7K +2,885 +17%
MFA
55
Morling Financial Advisors
California
$672K +$173K +5,108 +34%
MWM
56
Modera Wealth Management
New Jersey
$567K -$25.2K -744 -4%
MGW
57
MB Generational Wealth
Washington
$565K -$30.4K -896 -5%
HNWA
58
Henrickson Nauta Wealth Advisors
Michigan
$547K +$218K +6,435 +58%
TWA
59
Trellis Wealth Advisors
California
$545K +$1.86K +55 +0.3%
FFA
60
Farther Finance Advisors
California
$540K
MWM
61
Meritas Wealth Management
California
$537K +$227K +6,694 +72%
SFA
62
Sequoia Financial Advisors
Ohio
$507K +$510K +15,056 New
SSC
63
Syverson Strege & Co
Iowa
$498K +$76.7K +2,265 +18%
EWA
64
Exencial Wealth Advisors
Oklahoma
$490K
RIM
65
Rockbridge Investment Management
New York
$489K +$5.32K +157 +1%
Citadel Advisors
66
Citadel Advisors
Florida
$474K +$477K +14,076 New
B
67
BetterWealth
California
$459K -$144K -4,247 -24%
NRWA
68
North Ridge Wealth Advisors
Oregon
$422K -$17.8K -524 -4%
Raymond James Financial
69
Raymond James Financial
Florida
$421K +$424K +12,506 New
WA
70
Wealthstream Advisors
New York
$409K +$508 +15 +0.1%
NA
71
NewEdge Advisors
Louisiana
$406K
RF
72
RHS Financial
California
$388K +$11.9K +351 +3%
HCA
73
Heck Capital Advisors
Wisconsin
$388K +$390K +11,522 New
BGWM
74
Bridge Generations Wealth Management
Florida
$358K -$4.37K -129 -1%
AF
75
Advisornet Financial
Minnesota
$356K +$32K +946 +10%

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.