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Dimensional Emerging Markets Sustainability Core 1 ETF

138 hedge funds and large institutions have $243M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 63 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Betterment LLC
51
Betterment LLC
New York
$701K
AA
52
Addison Advisors
Vermont
$698K
MWM
53
Momentous Wealth Management
Washington
$675K
MFA
54
Morling Financial Advisors
California
$672K
MWM
55
Modera Wealth Management
New Jersey
$567K
MGW
56
MB Generational Wealth
Washington
$565K
HNWA
57
Henrickson Nauta Wealth Advisors
Michigan
$547K
TWA
58
Trellis Wealth Advisors
California
$545K
FFA
59
Farther Finance Advisors
California
$540K
MWM
60
Meritas Wealth Management
California
$537K
SFA
61
Sequoia Financial Advisors
Ohio
$507K
SSC
62
Syverson Strege & Co
Iowa
$498K
EWA
63
Exencial Wealth Advisors
Oklahoma
$490K
RIM
64
Rockbridge Investment Management
New York
$489K
Citadel Advisors
65
Citadel Advisors
Florida
$474K
B
66
BetterWealth
California
$459K
NRWA
67
North Ridge Wealth Advisors
Oregon
$422K
Raymond James Financial
68
Raymond James Financial
Florida
$421K
WA
69
Wealthstream Advisors
New York
$409K
NA
70
NewEdge Advisors
Louisiana
$406K
RF
71
RHS Financial
California
$388K
HCA
72
Heck Capital Advisors
Wisconsin
$388K
BGWM
73
Bridge Generations Wealth Management
Florida
$358K
AF
74
Advisornet Financial
Minnesota
$356K
CG
75
Caprock Group
Idaho
$350K