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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
HI
76
Harbour Investments
Wisconsin
$228K +$7.19K +218 +3%
FFG
77
Fiduciary Financial Group
California
$218K +$208K +6,295 New
PCM
78
Passive Capital Management
Maryland
$211K – – –
CCM
79
Carlson Capital Management
Minnesota
$210K +$207K +6,267 New
PAG
80
Private Advisor Group
New Jersey
$205K +$202K +6,132 New
GWM
81
Grand Wealth Management
Michigan
$174K -$134K -4,064 -44%
AF
82
Allworth Financial
California
$128K +$126K +3,822 New
OCM
83
Orion Capital Management
California
$96.1K -$24.3K -737 -20%
RTL
84
Red Tortoise LLC
Georgia
$72.6K +$429 +13 +0.6%
CPA
85
Cardiff Park Advisors
California
$44.8K +$231 +7 +0.5%
RLIM
86
Red Lighthouse Investment Management
New York
$35.9K +$3.92K +119 +12%
CCA
87
Criterion Capital Advisors
Tennessee
$35.7K +$2.38K +72 +7%
TIM
88
Tortoise Investment Management
New York
$32.5K – – –
JP Morgan Chase
89
JP Morgan Chase
New York
$28.1K -$858 -26 -3%
CMBA
90
C.M. Bidwell & Associates
Hawaii
$26.8K – – –
JWA
91
JFS Wealth Advisors
Pennsylvania
$25.7K -$7.49K -227 -23%
BAM
92
Bellevue Asset Management
Washington
$23.1K +$22.7K +689 New
BAM
93
Belpointe Asset Management
Nevada
$16.1K +$15.9K +482 New
EWP
94
Elevation Wealth Partners
California
$15K +$99 +3 +0.7%
W
95
WealthCollab
Washington
$13.8K – – –
BCM
96
Blume Capital Management
California
$10K – – –
GJIA
97
Glass Jacobson Investment Advisors
Maryland
$3.35K – – –
SIS
98
Strategic Investment Solutions
Illinois
$2.54K +$2.47K +75 New
AWM
99
Avior Wealth Management
Nebraska
$967 – – –
FFA
100
Farther Finance Advisors
California
$739 -$3.56K -108 -83%
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.