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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
SMA
51
Seven Mile Advisory
New Jersey
$719K – – –
AA
52
Addison Advisors
Vermont
$664K +$31.2K +905 +5%
EWA
53
EP Wealth Advisors
California
$643K +$668K +19,399 New
B
54
BetterWealth
California
$593K -$2.96K -86 -0.5%
MGW
55
MB Generational Wealth
Washington
$586K +$2.75K +80 +0.5%
Betterment LLC
56
Betterment LLC
New York
$584K +$244K +7,094 +67%
MWM
57
Modera Wealth Management
New Jersey
$583K -$7.33K -213 -1%
MWM
58
Momentous Wealth Management
Washington
$569K +$591K +17,170 New
TWA
59
Trellis Wealth Advisors
California
$534K -$32.5K -943 -6%
Focus Partners Wealth
60
Focus Partners Wealth
Massachusetts
$533K +$113K +3,278 +26%
FFA
61
Farther Finance Advisors
California
$529K +$103K +2,995 +23%
MFA
62
Morling Financial Advisors
California
$492K +$47.1K +1,368 +10%
EWA
63
Exencial Wealth Advisors
Oklahoma
$482K – – –
RIM
64
Rockbridge Investment Management
New York
$476K +$29.3K +850 +6%
NRWA
65
North Ridge Wealth Advisors
Oregon
$432K +$2.2K +64 +0.5%
TWA
66
TCI Wealth Advisors
Arizona
$420K +$26K +755 +6%
CCM
67
Carlson Capital Management
Minnesota
$420K +$78.5K +2,280 +22%
SSC
68
Syverson Strege & Co
Iowa
$415K +$32K +930 +8%
WA
69
Wealthstream Advisors
New York
$402K +$92.1K +2,676 +28%
NA
70
NewEdge Advisors
Louisiana
$400K +$32.9K +955 +9%
RF
71
RHS Financial
California
$370K +$17.1K +496 +5%
HNWA
72
Henrickson Nauta Wealth Advisors
Michigan
$365K +$16.2K +470 +4%
BGWM
73
Bridge Generations Wealth Management
Florida
$356K +$370K +10,753 New
CG
74
Caprock Group
Idaho
$344K – – –
AFA
75
Arlington Financial Advisors
California
$341K +$354K +10,288 New
1 2
3
4 5

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.