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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

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: 128 → 139 (+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: 7 → 6 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$10.1M
2
Jane Street
Jane Street
New York
+$5.75M
3
WCWM
Willow Creek Wealth Management
California
+$1.95M
4
RS
Retirement Solution
Washington
+$1.88M
5
QFA
Quantum Financial Advisors
California
+$1.11M

Top Sellers

Rank Fund Capital Flow
1
EFP
Elser Financial Planning
Indiana
-$3.92M
2
GA
Greenspring Advisors
Maryland
-$2.01M
3
HFS
Heritage Financial Services
Massachusetts
-$441K
4
TWA
TCI Wealth Advisors
Arizona
-$420K
5
SC
Schoolcraft Capital
Colorado
-$391K
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
76
Caprock Group
Idaho
$350K – – –
EFP
77
EnRich Financial Partners
Wisconsin
$345K +$20.1K +594 +6%
SW
78
Simplicity Wealth
New Jersey
$345K +$347K +10,237 New
CCMI
79
Creative Capital Management Investments
California
$334K -$4.91K -145 -1%
Commonwealth Equity Services
80
Commonwealth Equity Services
Massachusetts
$330K +$39.2K +1,158 +13%
SDWIA
81
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$321K +$305 +9 +0.1%
BWA
82
Babb Wealth Advisors
Arizona
$312K -$7.83K -231 -2%
AFA
83
Arlington Financial Advisors
California
$306K -$41.2K -1,217 -12%
HI
84
Harbour Investments
Wisconsin
$302K +$4.2K +124 +1%
PPW
85
Parcion Private Wealth
Washington
$285K +$18.7K +552 +7%
LPL Financial
86
LPL Financial
California
$280K +$39.3K +1,159 +16%
JC
87
Jentner Corp
Ohio
$279K – – –
FFP
88
Freedom Financial Partners
Minnesota
$275K +$1.32K +39 +0.5%
DWA
89
Delap Wealth Advisory
Oregon
$261K +$263K +7,754 New
FFG
90
Fiduciary Financial Group
California
$259K -$63.4K -1,872 -18%
FFM
91
Flagstone Financial Management
Nebraska
$254K +$255K +7,533 New
FCI
92
Financial Counselors Inc
Kansas
$253K -$40.2K -1,187 -14%
WMS
93
Wealth Management Strategies
Pennsylvania
$251K +$252K +7,440 New
LFA
94
Level Financial Advisors
New York
$249K +$847 +25 +0.3%
RCAG
95
Rehmann Capital Advisory Group
Michigan
$244K – – –
CCWM
96
Cassaday & Co Wealth Management
Virginia
$243K -$1.69K -50 -0.7%
GWA
97
Geometric Wealth Advisors
District of Columbia
$236K – – –
HIGP
98
Hill Investment Group Partners
Missouri
$235K -$8.2K -242 -3%
CPIG
99
Chicago Partners Investment Group
Illinois
$234K +$12.6K +373 +6%
AWM
100
Apollon Wealth Management
South Carolina
$232K – – –
2 3
4
5 6

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.