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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

139 hedge funds and large institutions have $244M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 5

88% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 34

9% more funds holding

Funds holding: 128139 (+11)

8% more capital invested

Capital invested by funds: $227M → $244M (+$17.4M)

3.64% less ownership

Funds ownership: 72.06%68.42% (-3.6%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
139
Holders Change
+11
Holders Change %
+8.59%
% of All Funds
1.86%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.08%
New
19
Increased
64
Reduced
34
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AWM Capital
Arizona
$29.7M +$1.04M +30,624 +4%
QFA
2
Quantum Financial Advisors
California
$19.7M +$1.11M +32,696 +6%
AWP
3
Abacus Wealth Partners
California
$17.7M +$170K +5,017 +1%
FFM
4
Forum Financial Management
Illinois
$13.3M +$225K +6,652 +2%
FOA
5
Five Oceans Advisors
California
$11.2M +$82K +2,422 +0.7%
Focus Partners Wealth
6
Focus Partners Wealth
Massachusetts
$10.5M +$10.1M +296,718 +1,844%
CC
7
Citrine Capital
California
$10.2M +$602K +17,765 +6%
RS
8
Retirement Solution
Washington
$8.92M +$1.88M +55,596 +27%
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$7.34M +$1.03M +30,382 +16%
AP
10
Adero Partners
California
$7.08M +$134K +3,948 +2%
Jane Street
11
Jane Street
New York
$6.77M +$5.75M +169,622 +539%
WCWM
12
Willow Creek Wealth Management
California
$6.14M +$1.95M +57,510 +46%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$5.58M +$5.49K +162 +0.1%
SC
14
Savant Capital
Illinois
$4.16M +$106K +3,143 +3%
WA
15
Wealth Architects
California
$4.07M +$447K +13,188 +12%
FF
16
Francis Financial
$4.02M -$41.4K -1,222 -1%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$3.36M -$7.01K -207 -0.2%
BRIA
18
Balanced Rock Investment Advisors
Massachusetts
$2.93M +$105K +3,110 +4%
ADL
19
Asset Dedication LLC
California
$2.7M -$250K -7,389 -8%
GA
20
Greenspring Advisors
Maryland
$2.5M -$2.01M -59,296 -44%
NCM
21
New Capital Management
Texas
$2.33M +$239K +7,049 +11%
OIA
22
OneDigital Investment Advisors
Kansas
$2.29M -$271 -8 -0%
Corient Private Wealth
23
Corient Private Wealth
Florida
$2.22M +$125K +3,692 +6%
BJL
24
Brighton Jones LLC
Washington
$2.17M +$169K +5,000 +8%
AIC
25
Allodium Investment Consultants
Minnesota
$2.06M +$86.9K +2,566 +4%

DFSE Hedge Fund Activity: Q1 2025 in Review

139 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q1 2025, worth a combined $244M — up 7.7% from $227M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFSE positions and 5 closed out — a net gain of 14 holders — while 64 added to existing stakes and 34 trimmed.

The largest buyer was Focus Partners Wealth, adding an estimated $10.1M. The largest seller was Elser Financial Planning, exiting entirely with an estimated $3.92M sold.

  • 139 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q1 2025, up from 128 in Q4 2024.
  • Funds reported $244M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q1 2025, up 7.7% quarter-over-quarter.
  • 19 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q1 2025 and 5 closed out, a net change of +14 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q1 2025 was Focus Partners Wealth, an estimated $10.1M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q1 2025 was Elser Financial Planning, an estimated $3.92M sold.

Based on aggregated 13F filings for Q1 2025.