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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

100 hedge funds and large institutions have $187M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
100
Holders Change
+11
Holders Change %
+12.36%
% of All Funds
1.45%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
53
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$12.4M
2
AC
2
AWM Capital
Arizona
$21.3M
3
EFP
3
Elser Financial Planning
Indiana
$3.12M
4
RS
4
Retirement Solution
Washington
$7.16M
5
FTUS
5
Flow Traders U.S.
New York
$2.14M

Top Sellers

1
OMC
1
Old Mission Capital
Illinois
$518K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$0
4
NL
4
NWAM LLC
Washington
$0
5
AI
5
Atria Investments
North Carolina
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
SC
26
Schoolcraft Capital
Colorado
$1.68M 50,125 +7,338 +17%
PCI
27
Planning Center Inc
Illinois
$1.47M 43,837 +357 +0.8%
PWM
28
Perigon Wealth Management
California
$1.29M 38,518 +16,462 +75%
AI
29
Atria Investments
North Carolina
$1.27M 37,825 -15,645 -29%
RIP
30
RAM Investment Partners
Washington
$1.22M 36,313 +10,888 +43%
CI
31
Cordant Inc
Oregon
$1.14M 34,190 +35 +0.1%
CW
32
Cook Wealth
North Carolina
$1.14M 34,537 +151 +0.4%
KFAA
33
Klaas Financial Asset Advisors
Illinois
$1.08M 32,256 +32,256 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.05M 31,305 +31,305 New
AC
35
Apella Capital
Connecticut
$994K 28,980 +3,843 +15%
RIM
36
RW Investment Management
Idaho
$935K 27,933 +615 +2%
CPCM
37
Cardinal Point Capital Management
Ontario, Canada
$923K 27,580 +27,580 New
TI
38
Truepoint Inc
Ohio
$887K 26,521 +2,285 +9%
NCM
39
Northland Capital Management
Minnesota
$869K 25,979 +3,287 +14%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$818K 24,265 +24,265 New
FPAS
41
Focus Partners Advisor Solutions
Missouri
$744K 22,242 +3,320 +18%
SMA
42
Seven Mile Advisory
New Jersey
$726K 21,695 – –
QHA
43
Quarry Hill Advisors
Minnesota
$679K 20,291 +278 +1%
MWM
44
Modera Wealth Management
New Jersey
$646K 19,297 -3,460 -15%
B
45
BetterWealth
California
$608K 18,169 -483 -3%
MGW
46
MB Generational Wealth
Washington
$589K 17,596 -1,326 -7%
AA
47
Addison Advisors
Vermont
$577K 17,240 +3,950 +30%
TWA
48
Trellis Wealth Advisors
California
$542K 16,198 +2,983 +23%
WWP
49
Waypoint Wealth Partners
California
$533K 15,932 +1,458 +10%
OMC
50
Old Mission Capital
Illinois
$518K 15,491 -117,539 -88%
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