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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
Envestnet Asset Management
101
Envestnet Asset Management
Illinois
$240K +$221K +6,315 New
FWMP
102
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$240K +$1.3K +37 +0.6%
MT
103
Midwest Trust
Kansas
$238K +$219K +6,253 New
TWM
104
Tanager Wealth Management
United Kingdom
$231K +$213K +6,074 New
Bank of America
105
Bank of America
North Carolina
$218K -$2.17K -62 -1%
PAG
106
Private Advisor Group
New Jersey
$207K +$191K +5,445 New
CCA
107
Cobblestone Capital Advisors
New York
$206K +$190K +5,422 New
UWM
108
United Wealth Management
Virginia
$206K +$190K +5,411 New
MWA
109
Mills Wealth Advisors
Texas
$200K +$185K +5,268 New
BGWM
110
Bridge Generations Wealth Management
Florida
$186K -$201K -5,740 -54%
PWA
111
Physician Wealth Advisors
Utah
$183K -$5.71K -163 -3%
DPW
112
DiNuzzo Private Wealth
Pennsylvania
$176K -$3.33K -95 -2%
VWM
113
Vermillion Wealth Management
Minnesota
$156K +$9.19K +262 +7%
AF
114
Allworth Financial
California
$148K +$631 +18 +0.5%
PWM
115
Parkworth Wealth Management
California
$130K +$4.63K +132 +4%
OCM
116
Orion Capital Management
California
$88.1K -$11.1K -316 -12%
RTL
117
Red Tortoise LLC
Georgia
$70.4K
TIM
118
Tortoise Investment Management
New York
$65.5K
Osaic Holdings
119
Osaic Holdings
Arizona
$59.3K
KFGG
120
Keystone Financial Group (Georgia)
Georgia
$58.1K +$386 +11 +0.7%
W
121
WealthCollab
Washington
$55.8K
CPA
122
Cardiff Park Advisors
California
$52.1K +$351 +10 +0.7%
RLIM
123
Red Lighthouse Investment Management
New York
$46.6K +$9.43K +269 +28%
CW
124
Curio Wealth
Maryland
$44.9K +$41.3K +1,178 +58,900%
Carson Wealth (CWM LLC)
125
Carson Wealth (CWM LLC)
Nebraska
$43K

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.