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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

111 hedge funds and large institutions have $212M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 66 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 14

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

13% more capital invested

Capital invested by funds: $188M → $212M (+$24.2M)

10% more funds holding

Funds holding: 101 → 111 (+10)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

2.64% less ownership

Funds ownership: 68.33% → 65.7% (-2.6%)

Holders
111
Holders Change
+10
Holders Change %
+9.9%
% 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
66
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AC
AWM Capital
Arizona
+$6.14M
2
OMC
Old Mission Capital
Illinois
+$3.34M
3
TC
TownSquare Capital
Utah
+$2.01M
4
Citadel Advisors
Citadel Advisors
Florida
+$1.29M
5
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.02M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$5.42M
2
EFP
Elser Financial Planning
Indiana
-$3.12M
3
AI
Atria Investments
North Carolina
-$1.27M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.05M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$818K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWP
51
Waypoint Wealth Partners
California
$597K +$31.5K +933 +6%
EWA
52
Exencial Wealth Advisors
Oklahoma
$516K -$1.01K -30 -0.2%
RIM
53
Rockbridge Investment Management
New York
$478K +$32.3K +955 +8%
MFA
54
Morling Financial Advisors
California
$477K -$40.1K -1,186 -8%
NRWA
55
North Ridge Wealth Advisors
Oregon
$460K +$47.8K +1,414 +12%
FFA
56
Farther Finance Advisors
California
$459K +$437K +12,940 +58,818%
Focus Partners Wealth
57
Focus Partners Wealth
Massachusetts
$454K +$433K +12,811 New
DPW
58
DiNuzzo Private Wealth
Pennsylvania
$424K +$8.35K +247 +2%
TWA
59
TCI Wealth Advisors
Arizona
$423K +$143K +4,233 +55%
SSC
60
Syverson Strege & Co
Iowa
$410K +$4.5K +133 +1%
NA
61
NewEdge Advisors
Louisiana
$394K +$101 +3 +0%
RF
62
RHS Financial
California
$378K +$361K +10,684 New
HNWA
63
Henrickson Nauta Wealth Advisors
Michigan
$373K +$8.99K +266 +3%
Betterment LLC
64
Betterment LLC
New York
$373K +$356K +10,520 New
CCM
65
Carlson Capital Management
Minnesota
$368K +$140K +4,136 +66%
CG
66
Caprock Group
Idaho
$368K +$84.5K +2,500 +32%
LAM
67
LifePro Asset Management
California
$341K +$89.3K +2,640 +38%
EFP
68
EnRich Financial Partners
Wisconsin
$338K +$18.2K +539 +6%
SDWIA
69
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$337K +$30.5K +902 +10%
WA
70
Wealthstream Advisors
New York
$335K +$46K +1,360 +17%
MWM
71
Meritas Wealth Management
California
$326K +$311K +9,193 New
ASI
72
Advisory Services & Investments
Oregon
$324K – – –
HI
73
Harbour Investments
Wisconsin
$313K +$69K +2,042 +30%
Commonwealth Equity Services
74
Commonwealth Equity Services
Massachusetts
$307K +$5.82K +172 +2%
FFG
75
Fiduciary Financial Group
California
$298K +$69.6K +2,060 +33%
1 2
3
4 5

DFSE Hedge Fund Activity: Q3 2024 in Review

111 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q3 2024, worth a combined $212M — up 13% from $188M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSE positions and 6 closed out — a net gain of 11 holders — while 66 added to existing stakes and 14 trimmed.

The largest buyer was AWM Capital, adding an estimated $6.14M. The largest seller was Jane Street, cutting an estimated $5.42M.

  • 111 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q3 2024, up from 101 in Q2 2024.
  • Funds reported $212M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q3 2024, up 13% quarter-over-quarter.
  • 17 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q3 2024 and 6 closed out, a net change of +11 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q3 2024 was AWM Capital, an estimated $6.14M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q3 2024 was Jane Street, an estimated $5.42M sold.

Based on aggregated 13F filings for Q3 2024.