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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

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: 6 → 8 (+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: 139 → 141 (+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
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$7.89M
2
OMC
Old Mission Capital
Illinois
+$7.26M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.28M
4
SC
Schoolcraft Capital
Colorado
+$3.16M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
-$8.94M
2
AWP
Abacus Wealth Partners
California
-$6.62M
3
FF
Francis Financial
-$4.02M
4
TC
TownSquare Capital
Utah
-$1.89M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
PS
126
Pinney & Scofield
Massachusetts
$39.2K – – –
NC
127
North Capital
Utah
$38.1K -$35.1K -1,000 -50%
JP Morgan Chase
128
JP Morgan Chase
New York
$36.6K +$2.63K +75 +8%
CMBA
129
C.M. Bidwell & Associates
Hawaii
$30.4K – – –
BCM
130
Blume Capital Management
California
$30.4K +$17.5K +500 +167%
SAM
131
Smartleaf Asset Management
Massachusetts
$29.3K +$21.1K +603 +347%
JWA
132
JFS Wealth Advisors
Pennsylvania
$24.7K – – –
EWP
133
Elevation Wealth Partners
California
$17.4K +$105 +3 +0.7%
CMP
134
Coston McIsaac & Partners
Maine
$17K +$35 +1 +0.2%
Royal Bank of Canada
135
Royal Bank of Canada
Ontario, Canada
$11K +$7.68K +219 +292%
IA
136
IFP Advisors
Florida
$8.99K -$421 -12 -5%
GJIA
137
Glass Jacobson Investment Advisors
Maryland
$5.51K +$35 +1 +0.7%
SIS
138
Strategic Investment Solutions
Illinois
$2.92K +$35 +1 +1%
SRCM
139
Signature Resources Capital Management
California
$2.85K +$2.63K +75 New
ACA
140
Aptus Capital Advisors
Alabama
$2.09K – – –
Fidelity Investments
141
Fidelity Investments
Massachusetts
$1.21K +$1.12K +32 New
FF
142
Francis Financial
– -$4.02M -119,335 Closed
TC
143
TownSquare Capital
Utah
– -$1.89M -56,127 Closed
CW
144
Cook Wealth
North Carolina
– -$1.02M -30,153 Closed
Raymond James Financial
145
Raymond James Financial
Florida
– -$421K -12,506 Closed
SW
146
Simplicity Wealth
New Jersey
– -$345K -10,237 Closed
AFA
147
Arlington Financial Advisors
California
– -$306K -9,071 Closed
DWA
148
Delap Wealth Advisory
Oregon
– -$261K -7,754 Closed
FCI
149
Financial Counselors Inc
Kansas
– -$253K -7,499 Closed
GWA
150
Geometric Wealth Advisors
District of Columbia
– -$236K -7,002 Closed
3 4 5
6
7

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.