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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

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: 68 (+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: 139141 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
NRWA
76
North Ridge Wealth Advisors
Oregon
$426K -$46.4K -1,325 -11%
Commonwealth Equity Services
77
Commonwealth Equity Services
Massachusetts
$390K +$15.5K +441 +4%
FFP
78
Freedom Financial Partners
Minnesota
$389K +$72.3K +2,062 +25%
PPW
79
Parcion Private Wealth
Washington
$384K +$57.8K +1,649 +20%
CCMI
80
Creative Capital Management Investments
California
$368K -$9.32K -266 -3%
SDWIA
81
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$363K
HI
82
Harbour Investments
Wisconsin
$360K +$16.9K +483 +5%
RF
83
RHS Financial
California
$354K -$77.9K -2,223 -19%
EFP
84
EnRich Financial Partners
Wisconsin
$353K -$34K -969 -9%
BWA
85
Babb Wealth Advisors
Arizona
$353K +$666 +19 +0.2%
FFG
86
Fiduciary Financial Group
California
$337K +$20.3K +578 +7%
JC
87
Jentner Corp
Ohio
$325K +$9.68K +276 +3%
FFM
88
Flagstone Financial Management
Nebraska
$318K +$29K +826 +11%
LFA
89
Level Financial Advisors
New York
$304K +$21.6K +617 +8%
HighTower Advisors
90
HighTower Advisors
Illinois
$296K +$272K +7,766 New
Citadel Advisors
91
Citadel Advisors
Florida
$285K -$231K -6,578 -47%
SIP
92
Sellwood Investment Partners
Oregon
$276K +$255K +7,261 New
RCAG
93
Rehmann Capital Advisory Group
Michigan
$276K
CCWM
94
Cassaday & Co Wealth Management
Virginia
$274K
CPIG
95
Chicago Partners Investment Group
Illinois
$266K
HIGP
96
Hill Investment Group Partners
Missouri
$265K
AWM
97
Apollon Wealth Management
South Carolina
$262K
WAN
98
Wealth Advisors Northwest
Oregon
$252K +$9.15K +261 +4%
GWM
99
Grand Wealth Management
Michigan
$250K +$1.02K +29 +0.4%
CCC
100
Compass Capital Corp
Massachusetts
$244K -$3.86K -110 -2%

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.