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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

50 hedge funds and large institutions have $86.4M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 2

157% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 7

52% more funds holding

Funds holding: 33 → 50 (+17)

24% more capital invested

Capital invested by funds: $69.9M → $86.4M (+$16.5M)

0.33% more ownership

Funds ownership: 67.02% → 67.35% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
50
Holders Change
+17
Holders Change %
+51.52%
% of All Funds
0.8%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
19
Increased
18
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
QFA
Quantum Financial Advisors
California
+$17.4M
2
FTUS
Flow Traders U.S.
New York
+$3.83M
3
AWM
AE Wealth Management
Kansas
+$3.24M
4
RS
Retirement Solution
Washington
+$3.23M
5
AP
Adero Partners
California
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$11.3M
2
Jane Street
Jane Street
New York
-$6.43M
3
OMC
Old Mission Capital
Illinois
-$3.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.66M
5
MWM
Meritas Wealth Management
California
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
26
Advisornet Financial
Minnesota
$430K +$426K +14,376 New
ADL
27
Asset Dedication LLC
California
$403K +$259K +8,724 +183%
FFM
28
Forum Financial Management
Illinois
$382K +$158K +5,318 +71%
EWA
29
Exencial Wealth Advisors
Oklahoma
$336K +$178 +6 +0.1%
BAM
30
Baldrige Asset Management
Pennsylvania
$333K +$35.7K +1,205 +12%
RIM
31
RW Investment Management
Idaho
$321K +$318K +10,741 New
PFO
32
Pathstone Family Office
New Jersey
$306K -$303K -10,229 -50%
WWP
33
Waypoint Wealth Partners
California
$291K +$289K +9,740 New
NCM
34
New Capital Management
Texas
$287K +$285K +9,618 New
NRWA
35
North Ridge Wealth Advisors
Oregon
$283K +$280K +9,456 New
BJL
36
Brighton Jones LLC
Washington
$207K +$205K +6,909 New
TWA
37
TCI Wealth Advisors
Arizona
$164K – – –
GWM
38
Grand Wealth Management
Michigan
$140K -$11K -370 -7%
CCMI
39
Creative Capital Management Investments
California
$136K +$135K +4,549 New
WWM
40
Wolff Wiese Magana
California
$76.8K – – –
SIS
41
Strategic Investment Solutions
Illinois
$58.7K +$58.3K +1,965 New
RTL
42
Red Tortoise LLC
Georgia
$40.8K +$40.5K +1,365 New
AFS
43
Annapolis Financial Services
Maryland
$39.9K – – –
CPA
44
Cardiff Park Advisors
California
$35.1K +$2.58K +87 +8%
JP Morgan Chase
45
JP Morgan Chase
New York
$28.6K +$28.4K +958 New
RLIM
46
Red Lighthouse Investment Management
New York
$28.5K – – –
AWM
47
Avior Wealth Management
Nebraska
$19.6K – – –
SSC
48
Syverson Strege & Co
Iowa
$17.4K +$2.25K +76 +15%
UBS Group
49
UBS Group
Switzerland
$15.4K +$15.2K +514 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$208 +$206K +6,959 New
1
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3

DFSE Hedge Fund Activity: Q1 2023 in Review

50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q1 2023, worth a combined $86.4M — up 24% from $69.9M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFSE positions and 2 closed out — a net gain of 17 holders — while 18 added to existing stakes and 7 trimmed.

The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $17.4M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.3M sold.

  • 50 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q1 2023, up from 33 in Q4 2022.
  • Funds reported $86.4M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q1 2023, up 24% quarter-over-quarter.
  • 19 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q1 2023 and 2 closed out, a net change of +17 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q1 2023 was Quantum Financial Advisors, an estimated $17.4M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q1 2023 was Dimensional Fund Advisors, an estimated $11.3M sold.

Based on aggregated 13F filings for Q1 2023.