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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
+11
Holders Change %
+8.66%
% of All Funds
1.87%
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
63
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
51
Betterment LLC
New York
$701K +$108K +3,205 +18%
AA
52
Addison Advisors
Vermont
$698K +$22.9K +680 +3%
MWM
53
Momentous Wealth Management
Washington
$675K +$97.2K +2,885 +17%
MFA
54
Morling Financial Advisors
California
$672K +$172K +5,108 +34%
MWM
55
Modera Wealth Management
New Jersey
$567K -$25.1K -744 -4%
MGW
56
MB Generational Wealth
Washington
$565K -$30.2K -896 -5%
HNWA
57
Henrickson Nauta Wealth Advisors
Michigan
$547K +$202K +6,435 +58%
TWA
58
Trellis Wealth Advisors
California
$545K +$1.85K +55 +0.3%
FFA
59
Farther Finance Advisors
California
$540K
MWM
60
Meritas Wealth Management
California
$537K +$225K +6,694 +72%
SFA
61
Sequoia Financial Advisors
Ohio
$507K +$507K +15,056 New
SSC
62
Syverson Strege & Co
Iowa
$498K +$76.3K +2,265 +18%
EWA
63
Exencial Wealth Advisors
Oklahoma
$490K
RIM
64
Rockbridge Investment Management
New York
$489K +$5.29K +157 +1%
Citadel Advisors
65
Citadel Advisors
Florida
$474K +$474K +14,076 New
B
66
BetterWealth
California
$459K -$143K -4,247 -24%
NRWA
67
North Ridge Wealth Advisors
Oregon
$422K -$17.6K -524 -4%
Raymond James Financial
68
Raymond James Financial
Florida
$421K +$421K +12,506 New
WA
69
Wealthstream Advisors
New York
$409K +$505 +15 +0.1%
NA
70
NewEdge Advisors
Louisiana
$406K
RF
71
RHS Financial
California
$388K +$11.8K +351 +3%
HCA
72
Heck Capital Advisors
Wisconsin
$388K +$388K +11,522 New
BGWM
73
Bridge Generations Wealth Management
Florida
$358K -$4.35K -129 -1%
AF
74
Advisornet Financial
Minnesota
$356K +$31.9K +946 +10%
CG
75
Caprock Group
Idaho
$350K