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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

111 hedge funds and large institutions have $212M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 14

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $188M → $212M (+$24.2M)

10% more funds holding

Funds holding: 101 → 111 (+10)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.64% less ownership

Funds ownership: 68.33% → 65.7% (-2.6%)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
66
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$6.14M
2
OMC
Old Mission Capital
Illinois
+$3.34M
3
TC
TownSquare Capital
Utah
+$2.01M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.29M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.42M
2
EFP
Elser Financial Planning
Indiana
-$3.12M
3
AI
Atria Investments
North Carolina
-$1.27M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.05M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
26
Brighton Jones LLC
Washington
$1.95M +$56K +1,656 +3%
SC
27
Schoolcraft Capital
Colorado
$1.78M +$7.03K +208 +0.4%
RIP
28
RAM Investment Partners
Washington
$1.64M +$338K +9,999 +28%
PCI
29
Planning Center Inc
Illinois
$1.56M +$8.62K +255 +0.6%
PWM
30
Perigon Wealth Management
California
$1.36M – – –
Citadel Advisors
31
Citadel Advisors
Florida
$1.35M +$1.29M +38,120 New
AC
32
Apella Capital
Connecticut
$1.28M +$204K +6,045 +21%
KFAA
33
Klaas Financial Asset Advisors
Illinois
$1.21M +$66.9K +1,979 +6%
CI
34
Cordant Inc
Oregon
$1.19M -$15.3K -454 -1%
TI
35
Truepoint Inc
Ohio
$1.13M +$181K +5,366 +20%
CFGA
36
Cambridge Financial Group (Arizona)
Arizona
$1.07M +$16.5K +487 +2%
RIM
37
RW Investment Management
Idaho
$1.05M +$56.7K +1,676 +6%
CW
38
Cook Wealth
North Carolina
$1.04M -$149K -4,421 -13%
FPAS
39
Focus Partners Advisor Solutions
Missouri
$1.04M +$237K +7,010 +32%
NCM
40
Northland Capital Management
Minnesota
$930K +$9.43K +279 +1%
CPCM
41
Cardinal Point Capital Management
Ontario, Canada
$883K -$89.9K -2,660 -10%
SMA
42
Seven Mile Advisory
New Jersey
$768K – – –
PFA
43
Pure Financial Advisors
California
$760K +$725K +21,450 New
QHA
44
Quarry Hill Advisors
Minnesota
$745K +$25.1K +742 +4%
NL
45
NWAM LLC
Washington
$682K +$651K +19,247 New
AA
46
Addison Advisors
Vermont
$678K +$64.4K +1,905 +11%
B
47
BetterWealth
California
$637K -$6.63K -196 -1%
MWM
48
Modera Wealth Management
New Jersey
$630K -$50.6K -1,498 -8%
MGW
49
MB Generational Wealth
Washington
$623K – – –
TWA
50
Trellis Wealth Advisors
California
$604K +$29.3K +868 +5%
1
2
3 4 5

DFSE Hedge Fund Activity: Q3 2024 in Review

111 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q3 2024, worth a combined $212M — up 13% from $188M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSE positions and 6 closed out — a net gain of 11 holders — while 66 added to existing stakes and 14 trimmed.

The largest buyer was AWM Capital, adding an estimated $6.14M. The largest seller was Jane Street, cutting an estimated $5.42M.

  • 111 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q3 2024, up from 101 in Q2 2024.
  • Funds reported $212M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 17 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q3 2024 and 6 closed out, a net change of +11 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q3 2024 was AWM Capital, an estimated $6.14M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q3 2024 was Jane Street, an estimated $5.42M sold.

Based on aggregated 13F filings for Q3 2024.