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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

126 hedge funds and large institutions have $225M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+16
Holders Change %
+14.55%
% of All Funds
1.68%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
26
Increased
66
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
1
Elser Financial Planning
Indiana
$3.92M
2
BRIA
2
Balanced Rock Investment Advisors
Massachusetts
$2.78M
3
AWP
3
Abacus Wealth Partners
California
$17.2M
4
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$5.48M
5
AC
5
AWM Capital
Arizona
$28.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.04M
2
OMC
2
Old Mission Capital
Illinois
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AWM
5
Ariadne Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EWA
51
EP Wealth Advisors
California
$643K 19,399 +19,399 New
B
52
BetterWealth
California
$593K 17,887 -86 -0.5%
MGW
53
MB Generational Wealth
Washington
$586K 17,676 +80 +0.5%
Betterment LLC
54
Betterment LLC
New York
$584K 17,614 +7,094 +67%
MWM
55
Modera Wealth Management
New Jersey
$583K 17,586 -213 -1%
MWM
56
Momentous Wealth Management
Washington
$569K 17,170 +17,170 New
TWA
57
Trellis Wealth Advisors
California
$534K 16,123 -943 -6%
Focus Partners Wealth
58
Focus Partners Wealth
Massachusetts
$533K 16,089 +3,278 +26%
FFA
59
Farther Finance Advisors
California
$529K 15,957 +2,995 +23%
MFA
60
Morling Financial Advisors
California
$492K 14,837 +1,368 +10%
EWA
61
Exencial Wealth Advisors
Oklahoma
$482K 14,563 – –
RIM
62
Rockbridge Investment Management
New York
$476K 14,355 +850 +6%
NRWA
63
North Ridge Wealth Advisors
Oregon
$432K 13,053 +64 +0.5%
TWA
64
TCI Wealth Advisors
Arizona
$420K 12,685 +755 +6%
CCM
65
Carlson Capital Management
Minnesota
$420K 12,683 +2,280 +22%
SSC
66
Syverson Strege & Co
Iowa
$415K 12,519 +930 +8%
WA
67
Wealthstream Advisors
New York
$402K 12,120 +2,676 +28%
NA
68
NewEdge Advisors
Louisiana
$400K 12,068 +955 +9%
RF
69
RHS Financial
California
$370K 11,180 +496 +5%
HNWA
70
Henrickson Nauta Wealth Advisors
Michigan
$365K 11,002 +470 +4%
BGWM
71
Bridge Generations Wealth Management
Florida
$356K 10,753 +10,753 New
CG
72
Caprock Group
Idaho
$344K 10,395 – –
AFA
73
Arlington Financial Advisors
California
$341K 10,288 +10,288 New
CCMI
74
Creative Capital Management Investments
California
$334K 10,068 +2,602 +35%
FFG
75
Fiduciary Financial Group
California
$328K 10,143 +1,788 +21%
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