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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

140 hedge funds and large institutions have $295M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 67 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
140
Holders Change
+2
Holders Change %
+1.45%
% of All Funds
1.88%
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
67
Reduced
35
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.57M
2
OMC
Old Mission Capital
Illinois
+$7.88M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$4.65M
4
SC
Schoolcraft Capital
Colorado
+$3.43M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$2.15M

Top Sellers

1
AC
AWM Capital
Arizona
-$9.7M
2
AWP
Abacus Wealth Partners
California
-$7.19M
3
FF
Francis Financial
-$4.02M
4
TC
TownSquare Capital
Utah
-$1.89M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$1.23M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
126
North Capital
Utah
$38.1K -$38.1K -1,000 -50%
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$36.6K +$2.86K +75 +8%
CMBA
128
C.M. Bidwell & Associates
Hawaii
$30.4K – – –
BCM
129
Blume Capital Management
California
$30.4K +$19K +500 +167%
SAM
130
Smartleaf Asset Management
Massachusetts
$29.3K +$22.7K +603 +347%
JWA
131
JFS Wealth Advisors
Pennsylvania
$24.7K – – –
EWP
132
Elevation Wealth Partners
California
$17.4K +$114 +3 +0.7%
CMP
133
Coston McIsaac & Partners
Maine
$17K +$37 +1 +0.2%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$11K +$8.19K +219 +292%
IA
135
IFP Advisors
Florida
$8.99K -$457 -12 -5%
GJIA
136
Glass Jacobson Investment Advisors
Maryland
$5.51K +$38 +1 +0.7%
SIS
137
Strategic Investment Solutions
Illinois
$2.92K +$38 +1 +1%
SRCM
138
Signature Resources Capital Management
California
$2.85K +$2.85K +75 New
ACA
139
Aptus Capital Advisors
Alabama
$2.09K – – –
Fidelity Investments
140
Fidelity Investments
Massachusetts
$1.21K +$1.21K +32 New
FF
141
Francis Financial
– -$4.02M -119,335 Closed
TC
142
TownSquare Capital
Utah
– -$1.89M -56,127 Closed
CW
143
Cook Wealth
North Carolina
– -$1.02M -30,153 Closed
Raymond James Financial
144
Raymond James Financial
Florida
– -$421K -12,506 Closed
SW
145
Simplicity Wealth
New Jersey
– -$345K -10,237 Closed
AFA
146
Arlington Financial Advisors
California
– -$306K -9,071 Closed
DWA
147
Delap Wealth Advisory
Oregon
– -$261K -7,754 Closed
FCI
148
Financial Counselors Inc
Kansas
– -$253K -7,499 Closed
GWA
149
Geometric Wealth Advisors
District of Columbia
– -$236K -7,002 Closed
RFP
150
Root Financial Partners
California
– -$227K -6,739 Closed
3 4 5
6
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