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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
AA
51
Addison Advisors
Vermont
$816K +$25K +713 +3%
NCM
52
Northland Capital Management
Minnesota
$814K +$10.8K +307 +1%
MFA
53
Morling Financial Advisors
California
$760K +$526 +15 +0.1%
NL
54
NWAM LLC
Washington
$744K -$123K -3,514 -15%
CPCM
55
Cardinal Point Capital Management
Ontario, Canada
$742K -$123K -3,505 -15%
ACM
56
Aspen Capital Management
Idaho
$695K +$640K +18,254 New
HNWA
57
Henrickson Nauta Wealth Advisors
Michigan
$671K +$6.59K +188 +1%
MWM
58
Modera Wealth Management
New Jersey
$637K -$3.4K -97 -0.6%
EWA
59
EP Wealth Advisors
California
$636K -$155K -4,432 -21%
TWA
60
Trellis Wealth Advisors
California
$620K +$3.72K +106 +0.7%
FFA
61
Farther Finance Advisors
California
$617K +$9.29K +265 +2%
Betterment LLC
62
Betterment LLC
New York
$612K -$166K -4,736 -23%
MWM
63
Meritas Wealth Management
California
$610K +$3.44K +98 +0.6%
SFA
64
Sequoia Financial Advisors
Ohio
$575K +$1.61K +46 +0.3%
SSC
65
Syverson Strege & Co
Iowa
$563K +$210 +6 +0%
EWA
66
Exencial Wealth Advisors
Oklahoma
$554K – – –
B
67
BetterWealth
California
$526K +$5.89K +168 +1%
RIM
68
Rockbridge Investment Management
New York
$513K -$36.1K -1,030 -7%
PFG
69
Premier Financial Group
California
$511K +$454K +12,943 New
WA
70
Wealthstream Advisors
New York
$491K +$26.5K +757 +6%
EFN
71
Equita Financial Network
Pennsylvania
$485K +$216K +6,174 +94%
NA
72
NewEdge Advisors
Louisiana
$459K +$105 +3 +0%
LPL Financial
73
LPL Financial
California
$458K +$131K +3,730 +45%
AF
74
Advisornet Financial
Minnesota
$441K +$35.8K +1,022 +10%
HCA
75
Heck Capital Advisors
Wisconsin
$438K -$175 -5 -0%
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.