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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

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: 68 (+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: 139141 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1
AWM Capital
Arizona
$23.9M -$8.94M -254,991 -29%
QFA
2
Quantum Financial Advisors
California
$21.8M -$350K -9,991 -2%
MPW
3
MASECO Private Wealth
$20.9M +$19.2M +548,175 New
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$20.5M +$7.89M +225,166 +72%
FFM
5
Forum Financial Management
Illinois
$15.1M +$18.5K +528 +0.1%
FOA
6
Five Oceans Advisors
California
$13.4M +$683K +19,493 +6%
AWP
7
Abacus Wealth Partners
California
$12.8M -$6.62M -188,850 -36%
CC
8
Citrine Capital
California
$11.6M +$118K +3,379 +1%
LAMNM
9
Longview Asset Management (New Mexico)
New Mexico
$10.1M +$1.64M +46,736 +21%
RS
10
Retirement Solution
Washington
$10.1M -$8.34K -238 -0.1%
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$8.46M +$1.98M +56,421 +34%
OMC
12
Old Mission Capital
Illinois
$7.88M +$7.26M +207,019 New
Jane Street
13
Jane Street
New York
$7.13M -$481K -13,732 -7%
WCWM
14
Willow Creek Wealth Management
California
$6.22M -$666K -18,995 -10%
SC
15
Schoolcraft Capital
Colorado
$5.65M +$3.16M +90,073 +155%
WA
16
Wealth Architects
California
$5.4M +$733K +20,900 +17%
SC
17
Savant Capital
Illinois
$4.83M +$118K +3,375 +3%
Thrivent Financial for Lutherans
18
Thrivent Financial for Lutherans
Minnesota
$4.65M +$4.28M +122,146 New
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$3.71M -$111K -3,164 -3%
BRIA
20
Balanced Rock Investment Advisors
Massachusetts
$3.42M +$93K +2,654 +3%
ADL
21
Asset Dedication LLC
California
$3.05M -$4.52K -129 -0.2%
NCM
22
New Capital Management
Texas
$2.85M +$199K +5,678 +8%
PFA
23
Pure Financial Advisors
California
$2.78M +$999K +28,508 +64%
BJL
24
Brighton Jones LLC
Washington
$2.72M +$246K +7,010 +11%
RIP
25
RAM Investment Partners
Washington
$2.53M +$346K +9,877 +17%

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.