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Dimensional Emerging Markets Sustainability Core 1 ETF

163 hedge funds and large institutions have $354M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 85 increasing their positions, 38 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

475% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 4

124% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 38

10% more funds holding

Funds holding: 148163 (+15)

6% more capital invested

Capital invested by funds: $334M → $354M (+$20.1M)

0.38% more ownership

Funds ownership: 71.92%72.31% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

Holders
163
Holders Change
+15
Holders Change %
+10.14%
% of All Funds
1.98%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
23
Increased
85
Reduced
38
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HI
101
Harbour Investments
Wisconsin
$342K -$44.9K -1,087 -12%
CCMI
102
Creative Capital Management Investments
California
$336K -$64.5K -1,559 -16%
CA
103
CGN Advisors
Kansas
$320K +$24.4K +590 +8%
SIP
104
Sellwood Investment Partners
Oregon
$319K
PFS
105
Professional Financial Solutions
Virginia
$302K +$301K +7,273 New
CCWM
106
Cassaday & Co Wealth Management
Virginia
$300K +$1.82K +44 +0.6%
GWM
107
Grand Wealth Management
Michigan
$295K -$3.47K -84 -1%
CCC
108
Compass Capital Corp
Massachusetts
$295K +$1.53K +37 +0.6%
CAPTRUST Financial Advisors
109
CAPTRUST Financial Advisors
North Carolina
$290K +$289K +6,993 New
RFP
110
Root Financial Partners
California
$289K +$111K +2,688 +63%
VT
111
Vise Technologies
New York
$289K +$288K +6,973 New
AWM
112
Apollon Wealth Management
South Carolina
$286K
BA
113
Bridgewater Advisors
New York
$282K +$268K +6,474 New
FWMP
114
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$265K +$1.78K +43 +0.7%
WAN
115
Wealth Advisors Northwest
Oregon
$259K +$31.8K +768 +14%
TAWM
116
Three Arch Wealth Management
California
$255K +$255K +6,158 New
PHWA
117
Petersen Hastings Wealth Advisors
Washington
$252K +$251K +6,077 New
TWM
118
Tanager Wealth Management
United Kingdom
$250K -$1.74K -42 -0.7%
DFP
119
Donalies Financial Planning
District of Columbia
$232K +$231K +5,589 New
PAG
120
Private Advisor Group
New Jersey
$229K +$2.44K +59 +1%
MWA
121
Mills Wealth Advisors
Texas
$225K +$7.11K +172 +3%
XPN
122
XY Planning Network
Montana
$225K +$224K +5,421 New
UWM
123
United Wealth Management
Virginia
$224K
Creative Planning
124
Creative Planning
Kansas
$214K +$213K +5,151 New
MA
125
McGrath & Associates
North Carolina
$212K +$331 +8 +0.2%