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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

59 hedge funds and large institutions have $107M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 5

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more capital invested

Capital invested by funds: $86.4M → $107M (+$20.5M)

18% more funds holding

Funds holding: 5059 (+9)

15.78% more ownership

Funds ownership: 67.35%83.13% (+16%)

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
30
Reduced
5
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIP
26
RAM Investment Partners
Washington
$658K -$286K -9,557 -31%
SMA
27
Seven Mile Advisory
New Jersey
$621K +$610K +20,402 New
TI
28
Truepoint Inc
Ohio
$584K +$40.2K +1,343 +8%
B
29
BetterWealth
California
$543K +$25.7K +858 +5%
AF
30
Advisornet Financial
Minnesota
$521K +$82.3K +2,750 +19%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$511K +$58.3K +1,948 +13%
NRWA
32
North Ridge Wealth Advisors
Oregon
$416K +$126K +4,218 +45%
RIM
33
RW Investment Management
Idaho
$361K +$33.2K +1,111 +10%
BJL
34
Brighton Jones LLC
Washington
$359K +$146K +4,878 +71%
EWA
35
Exencial Wealth Advisors
Oklahoma
$342K
BSW
36
Buckingham Strategic Wealth
Missouri
$333K +$327K +10,944 New
WWP
37
Waypoint Wealth Partners
California
$285K -$11.6K -388 -4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$254K +$41.9K +1,399 +20%
NL
39
NWAM LLC
Washington
$248K +$243K +8,131 New
SDWIA
40
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K +$216K +7,220 New
GWM
41
Grand Wealth Management
Michigan
$219K +$74.6K +2,495 +53%
QHA
42
Quarry Hill Advisors
Minnesota
$214K +$211K +7,046 New
AWM
43
Apollon Wealth Management
South Carolina
$210K +$206K +6,890 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$209K +$206K +6,869 New
HIGP
45
Hill Investment Group Partners
Missouri
$207K +$203K +6,784 New
CCMI
46
Creative Capital Management Investments
California
$138K
WWM
47
Wolff Wiese Magana
California
$78.2K
RTL
48
Red Tortoise LLC
Georgia
$64.6K +$22.6K +757 +55%
AFS
49
Annapolis Financial Services
Maryland
$40.6K
CPA
50
Cardiff Park Advisors
California
$35.9K +$180 +6 +0.5%

DFSE Hedge Fund Activity: Q2 2023 in Review

59 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q2 2023, worth a combined $107M — up 24% from $86.4M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new DFSE positions and 7 closed out — a net gain of 12 holders — while 30 added to existing stakes and 5 trimmed.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $12M. The largest seller was Citadel Advisors, exiting entirely with an estimated $5.22M sold.

  • 59 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q2 2023, up from 50 in Q1 2023.
  • Funds reported $107M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q2 2023, up 24% quarter-over-quarter.
  • 19 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q2 2023 and 7 closed out, a net change of +12 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $12M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q2 2023 was Citadel Advisors, an estimated $5.22M sold.

Based on aggregated 13F filings for Q2 2023.