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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

128 hedge funds and large institutions have $227M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 17

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

15% more funds holding

Funds holding: 111 → 128 (+17)

7% more capital invested

Capital invested by funds: $212M → $227M (+$15M)

6.37% more ownership

Funds ownership: 65.7% → 72.06% (+6.4%)

Holders
128
Holders Change
+17
Holders Change %
+15.32%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
27
Increased
67
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$4.08M
2
BRIA
Balanced Rock Investment Advisors
Massachusetts
+$2.89M
3
AWP
Abacus Wealth Partners
California
+$2.33M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.88M
5
AC
AWM Capital
Arizona
+$1.12M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.16M
2
OMC
Old Mission Capital
Illinois
-$4.05M
3
FTUS
Flow Traders U.S.
New York
-$3.14M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.35M
5
AWM
Ariadne Wealth Management
California
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
TC
26
TownSquare Capital
Utah
$2.05M +$82K +2,382 +4%
DWM
27
Drive Wealth Management
Utah
$2M +$24.5K +711 +1%
BJL
28
Brighton Jones LLC
Washington
$1.97M +$149K +4,318 +8%
AIC
29
Allodium Investment Consultants
Minnesota
$1.94M +$2.02M +58,553 New
RIP
30
RAM Investment Partners
Washington
$1.76M +$235K +6,839 +15%
PCI
31
Planning Center Inc
Illinois
$1.41M -$49.4K -1,435 -3%
PWM
32
Perigon Wealth Management
California
$1.26M – – –
FPAS
33
Focus Partners Advisor Solutions
Missouri
$1.26M +$302K +8,760 +30%
AC
34
Apella Capital
Connecticut
$1.23M +$68.2K +1,980 +6%
KFAA
35
Klaas Financial Asset Advisors
Illinois
$1.21M +$80.5K +2,339 +7%
NWM
36
Navigoe Wealth Management
California
$1.19M +$1.24M +36,001 New
CI
37
Cordant Inc
Oregon
$1.11M -$9.98K -290 -0.9%
CFGA
38
Cambridge Financial Group (Arizona)
Arizona
$1.08M +$75.3K +2,187 +7%
TI
39
Truepoint Inc
Ohio
$1.06M +$5.89K +171 +0.5%
PFA
40
Pure Financial Advisors
California
$1.06M +$361K +10,481 +49%
Jane Street
41
Jane Street
New York
$1.04M -$6.16M -178,933 -85%
RIM
42
RW Investment Management
Idaho
$1.02M +$35.9K +1,042 +4%
CW
43
Cook Wealth
North Carolina
$1.01M +$4.96K +144 +0.5%
BEW
44
Burton Enright Welch
California
$949K +$986K +28,647 New
LAMC
45
Longview Asset Management (California)
California
$919K +$955K +27,732 New
CPCM
46
Cardinal Point Capital Management
Ontario, Canada
$831K +$5.51K +160 +0.6%
NCM
47
Northland Capital Management
Minnesota
$772K -$102K -2,970 -11%
WWP
48
Waypoint Wealth Partners
California
$761K +$210K +6,097 +36%
QHA
49
Quarry Hill Advisors
Minnesota
$758K +$63.9K +1,857 +9%
NL
50
NWAM LLC
Washington
$731K +$96.9K +2,816 +15%
1
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DFSE Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q4 2024, worth a combined $227M — up 7.1% from $212M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFSE positions and 8 closed out — a net gain of 19 holders — while 67 added to existing stakes and 17 trimmed.

The largest buyer was Elser Financial Planning, opening a new position worth an estimated $4.08M. The largest seller was Jane Street, cutting an estimated $6.16M.

  • 128 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $227M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q4 2024, up 7.1% quarter-over-quarter.
  • 27 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $4.08M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q4 2024 was Jane Street, an estimated $6.16M sold.

Based on aggregated 13F filings for Q4 2024.