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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

110 hedge funds and large institutions have $211M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% 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
65
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AWM Capital
Arizona
$29M
2
OMC
2
Old Mission Capital
Illinois
$4.05M
3
TC
3
TownSquare Capital
Utah
$2.11M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.35M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$3.93M

Top Sellers

1
Jane Street
1
Jane Street
New York
$7.45M
2
EFP
2
Elser Financial Planning
Indiana
$0
3
AI
3
Atria Investments
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BJL
26
Brighton Jones LLC
Washington
$1.95M 55,164 +1,656 +3%
SC
27
Schoolcraft Capital
Colorado
$1.78M 50,333 +208 +0.4%
RIP
28
RAM Investment Partners
Washington
$1.64M 46,312 +9,999 +28%
PCI
29
Planning Center Inc
Illinois
$1.56M 44,092 +255 +0.6%
PWM
30
Perigon Wealth Management
California
$1.36M 38,518 – –
Citadel Advisors
31
Citadel Advisors
Florida
$1.35M 38,120 +38,120 New
AC
32
Apella Capital
Connecticut
$1.28M 35,025 +6,045 +21%
KFAA
33
Klaas Financial Asset Advisors
Illinois
$1.21M 34,235 +1,979 +6%
CI
34
Cordant Inc
Oregon
$1.19M 33,736 -454 -1%
TI
35
Truepoint Inc
Ohio
$1.13M 31,887 +5,366 +20%
RIM
36
RW Investment Management
Idaho
$1.05M 29,609 +1,676 +6%
CW
37
Cook Wealth
North Carolina
$1.04M 30,116 -4,421 -13%
FPAS
38
Focus Partners Advisor Solutions
Missouri
$1.04M 29,252 +7,010 +32%
NCM
39
Northland Capital Management
Minnesota
$930K 26,258 +279 +1%
CPCM
40
Cardinal Point Capital Management
Ontario, Canada
$883K 24,920 -2,660 -10%
SMA
41
Seven Mile Advisory
New Jersey
$768K 21,695 – –
PFA
42
Pure Financial Advisors
California
$760K 21,450 +21,450 New
QHA
43
Quarry Hill Advisors
Minnesota
$745K 21,033 +742 +4%
NL
44
NWAM LLC
Washington
$682K 19,247 +19,247 New
AA
45
Addison Advisors
Vermont
$678K 19,145 +1,905 +11%
B
46
BetterWealth
California
$637K 17,973 -196 -1%
MWM
47
Modera Wealth Management
New Jersey
$630K 17,799 -1,498 -8%
MGW
48
MB Generational Wealth
Washington
$623K 17,596 – –
TWA
49
Trellis Wealth Advisors
California
$604K 17,066 +868 +5%
WWP
50
Waypoint Wealth Partners
California
$597K 16,865 +933 +6%
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