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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
MWM
126
Mission Wealth Management
California
$211K +$211K +5,097 New
BGWM
127
Bridge Generations Wealth Management
Florida
$203K
W
128
WPWealth
Texas
$201K +$200K +4,843 New
PWA
129
Physician Wealth Advisors
Utah
$200K +$83 +2 +0%
DPW
130
DiNuzzo Private Wealth
Pennsylvania
$182K -$17K -412 -9%
VWM
131
Vermillion Wealth Management
Minnesota
$170K +$1.2K +29 +0.7%
AF
132
Allworth Financial
California
$164K +$1.16K +28 +0.7%
WTA
133
Washington Trust Advisors
Massachusetts
$101K +$703 +17 +0.7%
OCM
134
Orion Capital Management
California
$96.7K +$372 +9 +0.4%
CPA
135
Cardiff Park Advisors
California
$93.3K +$36K +871 +63%
PS
136
Pinney & Scofield
Massachusetts
$90.4K +$47.5K +1,149 +111%
Osaic Holdings
137
Osaic Holdings
Arizona
$88.7K +$18K +436 +26%
KAS
138
Kestra Advisory Services
Texas
$77.2K +$77K +1,862 New
RTL
139
Red Tortoise LLC
Georgia
$76.8K
JP Morgan Chase
140
JP Morgan Chase
New York
$75.7K +$57.9K +1,400 +329%
KFGG
141
Keystone Financial Group (Georgia)
Georgia
$68.2K +$5.38K +130 +9%
W
142
WealthCollab
Washington
$60.9K
LFG
143
Larson Financial Group
Missouri
$59K +$58.8K +1,423 New
SRCM
144
Signature Resources Capital Management
California
$57.5K +$662 +16 +1%
RLIM
145
Red Lighthouse Investment Management
New York
$55.8K +$5K +121 +10%
CW
146
Curio Wealth
Maryland
$48.9K
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$47K
US Bancorp
148
US Bancorp
Minnesota
$34.2K +$34.1K +824 New
BCM
149
Blume Capital Management
California
$33.2K
CMBA
150
C.M. Bidwell & Associates
Hawaii
$33.2K