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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

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: 128139 (+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: 76 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
101
Root Financial Partners
California
$227K +$228K +6,739 New
EFN
102
Equita Financial Network
Pennsylvania
$221K +$223K +6,573 New
GWM
103
Grand Wealth Management
Michigan
$220K -$14.8K -437 -6%
WAN
104
Wealth Advisors Northwest
Oregon
$215K +$216K +6,370 New
PCM
105
Passive Capital Management
Maryland
$212K
FWMP
106
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$211K
CCC
107
Compass Capital Corp
Massachusetts
$205K +$215K +6,357 New
Bank of America
108
Bank of America
North Carolina
$195K +$196K +5,800 New
PWA
109
Physician Wealth Advisors
Utah
$167K +$136 +4 +0.1%
VBA
110
von Borstel & Associates
Oregon
$165K +$166K +4,909 New
DPW
111
DiNuzzo Private Wealth
Pennsylvania
$159K -$203 -6 -0.1%
AF
112
Allworth Financial
California
$131K +$271 +8 +0.2%
VWM
113
Vermillion Wealth Management
Minnesota
$129K +$271 +8 +0.2%
RWM
114
Ruedi Wealth Management
Illinois
$122K +$1.63K +48 +1%
PWM
115
Parkworth Wealth Management
California
$110K +$17.7K +522 +19%
OCM
116
Orion Capital Management
California
$88.6K -$9.04K -267 -9%
NC
117
North Capital
Utah
$67.4K +$67.8K +2,000 New
RTL
118
Red Tortoise LLC
Georgia
$62.3K
TIM
119
Tortoise Investment Management
New York
$57.9K
Osaic Holdings
120
Osaic Holdings
Arizona
$52.5K +$52.8K +1,559 New
KFGG
121
Keystone Financial Group (Georgia)
Georgia
$52.1K +$102 +3 +0.2%
W
122
WealthCollab
Washington
$49.4K
CPA
123
Cardiff Park Advisors
California
$45.8K +$68 +2 +0.1%
CW
124
Curio Wealth
Maryland
$39.1K -$39.9K -1,178 -100%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$38K

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.