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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

101 hedge funds and large institutions have $188M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 17

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

23% more capital invested

Capital invested by funds: $152M → $188M (+$35.2M)

12% more funds holding

Funds holding: 90 → 101 (+11)

2.65% more ownership

Funds ownership: 65.69% → 68.33% (+2.6%)

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
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
54
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$10.4M
2
AC
AWM Capital
Arizona
+$3.33M
3
RS
Retirement Solution
Washington
+$3.04M
4
FTUS
Flow Traders U.S.
New York
+$2.11M
5
KFAA
Klaas Financial Asset Advisors
Illinois
+$1.06M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.88M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
3
Citadel Advisors
Citadel Advisors
Florida
-$792K
4
NL
NWAM LLC
Washington
-$625K
5
AI
Atria Investments
North Carolina
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
26
Schoolcraft Capital
Colorado
$1.68M +$242K +7,338 +17%
PCI
27
Planning Center Inc
Illinois
$1.47M +$11.8K +357 +0.8%
PWM
28
Perigon Wealth Management
California
$1.29M +$543K +16,462 +75%
AI
29
Atria Investments
North Carolina
$1.27M -$516K -15,645 -29%
RIP
30
RAM Investment Partners
Washington
$1.22M +$359K +10,888 +43%
CI
31
Cordant Inc
Oregon
$1.14M +$1.15K +35 +0.1%
CW
32
Cook Wealth
North Carolina
$1.14M +$4.98K +151 +0.4%
KFAA
33
Klaas Financial Asset Advisors
Illinois
$1.08M +$1.06M +32,256 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.05M +$1.03M +31,305 New
CFGA
35
Cambridge Financial Group (Arizona)
Arizona
$997K +$36.7K +1,113 +4%
AC
36
Apella Capital
Connecticut
$994K +$127K +3,843 +15%
RIM
37
RW Investment Management
Idaho
$935K +$20.3K +615 +2%
CPCM
38
Cardinal Point Capital Management
Ontario, Canada
$923K +$910K +27,580 New
TI
39
Truepoint Inc
Ohio
$887K +$75.4K +2,285 +9%
NCM
40
Northland Capital Management
Minnesota
$869K +$108K +3,287 +14%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$818K +$800K +24,265 New
FPAS
42
Focus Partners Advisor Solutions
Missouri
$744K +$109K +3,320 +18%
SMA
43
Seven Mile Advisory
New Jersey
$726K – – –
QHA
44
Quarry Hill Advisors
Minnesota
$679K +$9.17K +278 +1%
MWM
45
Modera Wealth Management
New Jersey
$646K -$114K -3,460 -15%
B
46
BetterWealth
California
$608K -$15.9K -483 -3%
MGW
47
MB Generational Wealth
Washington
$589K -$43.7K -1,326 -7%
AA
48
Addison Advisors
Vermont
$577K +$130K +3,950 +30%
TWA
49
Trellis Wealth Advisors
California
$542K +$98.4K +2,983 +23%
WWP
50
Waypoint Wealth Partners
California
$533K +$48.1K +1,458 +10%
1
2
3 4 5

DFSE Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q2 2024, worth a combined $188M — up 23% from $152M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSE positions and 6 closed out — a net gain of 11 holders — while 54 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $10.4M. The largest seller was Old Mission Capital, cutting an estimated $3.88M.

  • 101 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $188M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 17 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q2 2024 and 6 closed out, a net change of +11 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q2 2024 was Jane Street, an estimated $10.4M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2024.