Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
50 hedge funds and large institutions have $86.4M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 18 increasing their positions, 7 reducing their positions, and 2 closing their positions.
850% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 2
157% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 7
52% more funds holding
Funds holding: 33 → 50 (+17)
24% more capital invested
Capital invested by funds: $69.9M → $86.4M (+$16.5M)
0.33% more ownership
Funds ownership: 67.02% → 67.35% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$17.4M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
+$3.83M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$3.24M |
| 4 |
RS
Retirement Solution
Redmond,
Washington
|
+$3.23M |
| 5 |
AP
Adero Partners
Pleasanton,
California
|
+$1.74M |
Top Sellers
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.3M |
| 2 |
Jane Street
New York
|
-$6.43M |
| 3 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$3.73M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$3.66M |
| 5 |
MWM
Meritas Wealth Management
Larkspur,
California
|
-$428K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
51
Dimensional Fund Advisors
Austin,
Texas
| – | -$11.3M | -400,000 | Closed |
|
|
MWM
52
Meritas Wealth Management
Larkspur,
California
| – | -$428K | -15,177 | Closed |
|
DFSE Hedge Fund Activity: Q1 2023 in Review
50 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q1 2023, worth a combined $86.4M — up 24% from $69.9M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new DFSE positions and 2 closed out — a net gain of 17 holders — while 18 added to existing stakes and 7 trimmed.
The largest buyer was Quantum Financial Advisors, opening a new position worth an estimated $17.4M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.3M sold.
- 50 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q1 2023, up from 33 in Q4 2022.
- Funds reported $86.4M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q1 2023, up 24% quarter-over-quarter.
- 19 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q1 2023 and 2 closed out, a net change of +17 holders.
- The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q1 2023 was Quantum Financial Advisors, an estimated $17.4M added.
- The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q1 2023 was Dimensional Fund Advisors, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2023.