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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

86 hedge funds and large institutions have $142M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.26%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
24
Increased
44
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
1
Forum Financial Management
Illinois
$9.66M
2
Jane Street
2
Jane Street
New York
$6.34M
3
AWP
3
Abacus Wealth Partners
California
$12.7M
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.94M
5
AC
5
AWM Capital
Arizona
$14M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
QFA
3
Quantum Financial Advisors
California
$17.9M
4
OMC
4
Old Mission Capital
Illinois
$1.65M
5
TWA
5
Trellis Wealth Advisors
California
$410K
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
51
Belpointe Asset Management
Nevada
$342K +$342K +10,806 New
NA
52
NewEdge Advisors
Louisiana
$335K +$335K +11,108 New
SSC
53
Syverson Strege & Co
Iowa
$333K +$333K +10,535 New
WWP
54
Waypoint Wealth Partners
California
$320K – – –
HNWA
55
Henrickson Nauta Wealth Advisors
Michigan
$314K +$86.2K +2,726 +38%
EFP
56
EnRich Financial Partners
Wisconsin
$283K +$283K +8,936 New
AC
57
Apella Capital
Connecticut
$277K +$277K +8,959 New
RIM
58
Rockbridge Investment Management
New York
$269K +$269K +8,491 New
JC
59
Jentner Corp
Ohio
$261K +$261K +8,255 New
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$260K +$950 +30 +0.4%
SDWIA
61
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$260K +$26.2K +827 +11%
WA
62
Wealthstream Advisors
New York
$243K +$243K +7,674 New
GWM
63
Grand Wealth Management
Michigan
$234K -$15K -475 -6%
AWM
64
Apollon Wealth Management
South Carolina
$218K – – –
HIGP
65
Hill Investment Group Partners
Missouri
$216K +$216K +6,836 New
AA
66
Addison Advisors
Vermont
$205K +$44K +1,390 +27%
CCMI
67
Creative Capital Management Investments
California
$145K +$854 +27 +0.6%
OCM
68
Orion Capital Management
California
$112K +$3.61K +114 +3%
RTL
69
Red Tortoise LLC
Georgia
$68.2K +$316 +10 +0.5%
AFS
70
Annapolis Financial Services
Maryland
$42.2K – – –
CPA
71
Cardiff Park Advisors
California
$37.9K +$190 +6 +0.5%
EWA
72
Elevate Wealth Advisory
Georgia
$34.2K +$34.2K +1,082 New
JWA
73
JFS Wealth Advisors
Pennsylvania
$31.5K – – –
RLIM
74
Red Lighthouse Investment Management
New York
$30.2K – – –
UBS Group
75
UBS Group
Switzerland
$15.3K +$15.3K +483 New
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