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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

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.

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
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.9M
2
GA
2
Greenspring Advisors
Maryland
$4.06M
3
AC
3
AWM Capital
Arizona
$5.86M
4
FFM
4
Forum Financial Management
Illinois
$3.37M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.02M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Mariner
3
Mariner
Kansas
$0
4
RIP
4
RAM Investment Partners
Washington
$658K
5
OMC
5
Old Mission Capital
Illinois
$4.88M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIP
26
RAM Investment Partners
Washington
$658K -$291K -9,557 -31%
SMA
27
Seven Mile Advisory
New Jersey
$621K +$621K +20,402 New
TI
28
Truepoint Inc
Ohio
$584K +$40.9K +1,343 +8%
B
29
BetterWealth
California
$543K +$26.1K +858 +5%
AF
30
Advisornet Financial
Minnesota
$521K +$83.7K +2,750 +19%
FPAS
31
Focus Partners Advisor Solutions
Missouri
$511K +$59.3K +1,948 +13%
NRWA
32
North Ridge Wealth Advisors
Oregon
$416K +$128K +4,218 +45%
RIM
33
RW Investment Management
Idaho
$361K +$33.8K +1,111 +10%
BJL
34
Brighton Jones LLC
Washington
$359K +$148K +4,878 +71%
EWA
35
Exencial Wealth Advisors
Oklahoma
$342K – – –
BSW
36
Buckingham Strategic Wealth
Missouri
$333K +$333K +10,944 New
WWP
37
Waypoint Wealth Partners
California
$285K -$11.8K -388 -4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$254K +$42.5K +1,399 +20%
NL
39
NWAM LLC
Washington
$248K +$248K +8,131 New
SDWIA
40
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K +$220K +7,220 New
GWM
41
Grand Wealth Management
Michigan
$219K +$76K +2,495 +53%
QHA
42
Quarry Hill Advisors
Minnesota
$214K +$214K +7,046 New
AWM
43
Apollon Wealth Management
South Carolina
$210K +$210K +6,890 New
HNWA
44
Henrickson Nauta Wealth Advisors
Michigan
$209K +$209K +6,869 New
HIGP
45
Hill Investment Group Partners
Missouri
$207K +$207K +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 +$23K +757 +55%
AFS
49
Annapolis Financial Services
Maryland
$40.6K – – –
CPA
50
Cardiff Park Advisors
California
$35.9K +$183 +6 +0.5%
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