We are live on ! Find out more
DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

148 hedge funds and large institutions have $334M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

79% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $296M → $334M (+$37.5M)

5% more funds holding

Funds holding: 141148 (+7)

1.13% more ownership

Funds ownership: 70.79%71.92% (+1.1%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
1.94%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
17
Increased
70
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AA
51
Addison Advisors
Vermont
$985K +$100K +2,531 +12%
RIM
52
Rockbridge Investment Management
New York
$979K +$409K +10,351 +77%
NCM
53
Northland Capital Management
Minnesota
$936K +$54.2K +1,371 +6%
MWM
54
Momentous Wealth Management
Washington
$873K -$15.1K -381 -2%
EFN
55
Equita Financial Network
Pennsylvania
$872K +$335K +8,473 +66%
SMA
56
Seven Mile Advisory
New Jersey
$871K -$19.9K -504 -2%
MFA
57
Morling Financial Advisors
California
$822K +$1.98K +50 +0.3%
CPCM
58
Cardinal Point Capital Management
Ontario, Canada
$819K +$18.8K +475 +2%
NL
59
NWAM LLC
Washington
$784K -$19.1K -484 -2%
HNWA
60
Henrickson Nauta Wealth Advisors
Michigan
$768K +$42.3K +1,071 +6%
ACM
61
Aspen Capital Management
Idaho
$763K +$12.8K +324 +2%
MWM
62
Modera Wealth Management
New Jersey
$686K -$1.54K -39 -0.2%
MGW
63
MB Generational Wealth
Washington
$681K +$655K +16,574 New
FFA
64
Farther Finance Advisors
California
$667K
MWM
65
Meritas Wealth Management
California
$656K -$2.73K -69 -0.4%
TWA
66
Trellis Wealth Advisors
California
$644K -$24.3K -616 -4%
SFA
67
Sequoia Financial Advisors
Ohio
$615K -$4.98K -126 -0.8%
WA
68
Wealthstream Advisors
New York
$598K +$65.7K +1,663 +13%
B
69
BetterWealth
California
$594K +$25.7K +651 +5%
FG
70
Foster Group
Iowa
$591K +$568K +14,374 New
SSC
71
Syverson Strege & Co
Iowa
$584K -$22.8K -578 -4%
EWA
72
Exencial Wealth Advisors
Oklahoma
$568K -$29K -733 -5%
LPL Financial
73
LPL Financial
California
$508K +$13.4K +338 +3%
NA
74
NewEdge Advisors
Louisiana
$496K +$79 +2 +0%
PFG
75
Premier Financial Group
California
$481K -$47.8K -1,211 -9%