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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
AC
1
AWM Capital
Arizona
$27.8M +$1.91M +48,365 +8%
QFA
2
Quantum Financial Advisors
California
$23.1M -$439K -11,105 -2%
MPW
3
MASECO Private Wealth
$22.9M +$395K +10,010 +2%
Focus Partners Wealth
4
Focus Partners Wealth
Massachusetts
$22.3M +$177K +4,488 +0.8%
FOA
5
Five Oceans Advisors
California
$17.1M +$2.58M +65,240 +19%
FFM
6
Forum Financial Management
Illinois
$16.3M +$40.4K +1,024 +0.3%
Pathstone Holdings
7
Pathstone Holdings
New Jersey
$14M +$4.69M +118,609 +53%
AWP
8
Abacus Wealth Partners
California
$14M +$153K +3,873 +1%
CC
9
Citrine Capital
California
$12.9M +$296K +7,481 +2%
LAMNM
10
Longview Asset Management (New Mexico)
New Mexico
$12M +$1.11M +28,063 +11%
RS
11
Retirement Solution
Washington
$10.8M -$98.5K -2,494 -0.9%
WCWM
12
Willow Creek Wealth Management
California
$6.81M +$94K +2,380 +1%
WA
13
Wealth Architects
California
$6.02M +$184K +4,670 +3%
GA
14
Greenspring Advisors
Maryland
$5.48M +$5.27M +133,416 New
SC
15
Schoolcraft Capital
Colorado
$5.25M -$815K -20,643 -14%
SC
16
Savant Capital
Illinois
$5.1M -$105K -2,663 -2%
FF
17
Francis Financial
$4.4M +$4.23M +107,165 New
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3.61M -$384K -9,709 -10%
BRIA
19
Balanced Rock Investment Advisors
Massachusetts
$3.6M -$83.4K -2,111 -2%
ADL
20
Asset Dedication LLC
California
$3.41M +$118K +2,998 +4%
PFA
21
Pure Financial Advisors
California
$3.32M +$312K +7,903 +11%
TWA
22
TCI Wealth Advisors
Arizona
$3.24M +$1.26M +32,023 +68%
AIC
23
Allodium Investment Consultants
Minnesota
$3.13M +$620K +15,695 +26%
Jane Street
24
Jane Street
New York
$3.09M -$4.43M -112,181 -60%
NCM
25
New Capital Management
Texas
$3.08M -$2.21K -56 -0.1%