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Dimensional Emerging Markets Sustainability Core 1 ETF

148 hedge funds and large institutions have $334M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 70 increasing their positions, 39 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

79% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 39

13% more capital invested

Capital invested by funds: $296M → $334M (+$37.5M)

5% more funds holding

Funds holding: 141148 (+7)

1.13% more ownership

Funds ownership: 70.79%71.92% (+1.1%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
148
Holders Change
+7
Holders Change %
+4.96%
% of All Funds
1.94%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
17
Increased
70
Reduced
39
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFGG
126
Keystone Financial Group (Georgia)
Georgia
$62.3K +$435 +11 +0.7%
W
127
WealthCollab
Washington
$60.3K
CPA
128
Cardiff Park Advisors
California
$56.6K +$435 +11 +0.8%
SRCM
129
Signature Resources Capital Management
California
$56.3K +$51.2K +1,295 +1,727%
RLIM
130
Red Lighthouse Investment Management
New York
$50.3K
CW
131
Curio Wealth
Maryland
$48.5K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$47K
PS
133
Pinney & Scofield
Massachusetts
$42.4K
NC
134
North Capital
Utah
$41.1K +$40 +1 +0.1%
BCM
135
Blume Capital Management
California
$32.9K
CMBA
136
C.M. Bidwell & Associates
Hawaii
$32.9K
SAM
137
Smartleaf Asset Management
Massachusetts
$31.8K
JWA
138
JFS Wealth Advisors
Pennsylvania
$19.5K -$6.83K -173 -27%
EWP
139
Elevation Wealth Partners
California
$19K +$158 +4 +0.9%
CMP
140
Coston McIsaac & Partners
Maine
$18K
JP Morgan Chase
141
JP Morgan Chase
New York
$17.5K -$21.2K -536 -56%
GJIA
142
Glass Jacobson Investment Advisors
Maryland
$14.9K +$8.61K +218 +150%
IA
143
IFP Advisors
Florida
$13.1K +$3.24K +82 +35%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$12K
Bank of Montreal
145
Bank of Montreal
Ontario, Canada
$3.29K +$3.16K +80 New
SIS
146
Strategic Investment Solutions
Illinois
$3.18K
ACA
147
Aptus Capital Advisors
Alabama
$2.26K
AC
148
AlphaCore Capital
California
$1.93K +$1.86K +47 New
OMC
149
Old Mission Capital
Illinois
-$7.88M -207,019 Closed
Thrivent Financial for Lutherans
150
Thrivent Financial for Lutherans
Minnesota
-$4.65M -122,146 Closed