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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

101 hedge funds and large institutions have $188M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 17

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

23% more capital invested

Capital invested by funds: $152M → $188M (+$35.2M)

12% more funds holding

Funds holding: 90 → 101 (+11)

2.65% more ownership

Funds ownership: 65.69% → 68.33% (+2.6%)

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
54
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$10.4M
2
AC
AWM Capital
Arizona
+$3.33M
3
RS
Retirement Solution
Washington
+$3.04M
4
FTUS
Flow Traders U.S.
New York
+$2.11M
5
KFAA
Klaas Financial Asset Advisors
Illinois
+$1.06M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.88M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
3
Citadel Advisors
Citadel Advisors
Florida
-$792K
4
NL
NWAM LLC
Washington
-$625K
5
AI
Atria Investments
North Carolina
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
OMC
51
Old Mission Capital
Illinois
$518K -$3.88M -117,539 -88%
MFA
52
Morling Financial Advisors
California
$490K +$7.52K +228 +2%
EWA
53
Exencial Wealth Advisors
Oklahoma
$488K +$82.2K +2,491 +21%
BSW
54
Buckingham Strategic Wealth
Missouri
$428K +$26.8K +812 +7%
RIM
55
Rockbridge Investment Management
New York
$420K +$51.3K +1,554 +14%
DPW
56
DiNuzzo Private Wealth
Pennsylvania
$393K -$17.3K -524 -4%
NRWA
57
North Ridge Wealth Advisors
Oregon
$387K +$132 +4 +0%
SSC
58
Syverson Strege & Co
Iowa
$383K +$16.7K +507 +5%
NA
59
NewEdge Advisors
Louisiana
$372K +$33 +1 +0%
HNWA
60
Henrickson Nauta Wealth Advisors
Michigan
$344K – – –
ASI
61
Advisory Services & Investments
Oregon
$306K +$37.3K +1,131 +14%
EFP
62
EnRich Financial Partners
Wisconsin
$301K +$231 +7 +0.1%
SDWIA
63
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$289K -$12.6K -381 -4%
Commonwealth Equity Services
64
Commonwealth Equity Services
Massachusetts
$284K +$11.4K +347 +4%
JC
65
Jentner Corp
Ohio
$276K – – –
AWM
66
Ariadne Wealth Management
California
$271K +$267K +8,090 New
WA
67
Wealthstream Advisors
New York
$270K +$1.48K +45 +0.6%
AF
68
Advisornet Financial
Minnesota
$266K -$132 -4 -0.1%
CG
69
Caprock Group
Idaho
$264K +$260K +7,895 New
TWA
70
TCI Wealth Advisors
Arizona
$258K +$165 +5 +0.1%
CCMI
71
Creative Capital Management Investments
California
$247K – – –
LPL Financial
72
LPL Financial
California
$242K +$239K +7,240 New
HIGP
73
Hill Investment Group Partners
Missouri
$241K +$8.74K +265 +4%
LAM
74
LifePro Asset Management
California
$234K +$5.08K +154 +2%
AWM
75
Apollon Wealth Management
South Carolina
$231K – – –
1 2
3
4 5

DFSE Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q2 2024, worth a combined $188M — up 23% from $152M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSE positions and 6 closed out — a net gain of 11 holders — while 54 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $10.4M. The largest seller was Old Mission Capital, cutting an estimated $3.88M.

  • 101 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $188M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 17 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q2 2024 and 6 closed out, a net change of +11 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q2 2024 was Jane Street, an estimated $10.4M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2024.