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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
JC
76
Jentner Corp
Ohio
$292K – – –
AWM
77
Ariadne Wealth Management
California
$287K – – –
AF
78
Advisornet Financial
Minnesota
$281K -$778 -23 -0.3%
CCMI
79
Creative Capital Management Investments
California
$264K +$3.01K +89 +1%
LPL Financial
80
LPL Financial
California
$260K +$3.21K +95 +1%
CCWM
81
Cassaday & Co Wealth Management
Virginia
$246K +$235K +6,954 New
AWM
82
Apollon Wealth Management
South Carolina
$244K – – –
HIGP
83
Hill Investment Group Partners
Missouri
$232K -$8.96K -265 -4%
PAG
84
Private Advisor Group
New Jersey
$228K +$9.84K +291 +5%
GWM
85
Grand Wealth Management
Michigan
$226K +$39.2K +1,159 +22%
RCAG
86
Rehmann Capital Advisory Group
Michigan
$225K +$215K +6,355 New
GWA
87
Geometric Wealth Advisors
District of Columbia
$225K +$215K +6,348 New
PCM
88
Passive Capital Management
Maryland
$223K – – –
PPW
89
Parcion Private Wealth
Washington
$219K +$209K +6,190 New
CPIG
90
Chicago Partners Investment Group
Illinois
$218K +$211K +6,250 New
AF
91
Allworth Financial
California
$137K +$1.08K +32 +0.8%
RWM
92
Ruedi Wealth Management
Illinois
$126K +$120K +3,544 New
RTL
93
Red Tortoise LLC
Georgia
$77.5K +$609 +18 +0.8%
Osaic Holdings
94
Osaic Holdings
Arizona
$62.8K +$60K +1,774 New
TIM
95
Tortoise Investment Management
New York
$60.9K +$25.4K +750 +77%
CPA
96
Cardiff Park Advisors
California
$47.8K +$406 +12 +0.9%
RLIM
97
Red Lighthouse Investment Management
New York
$42.8K +$4.5K +133 +12%
CCA
98
Criterion Capital Advisors
Tennessee
$35.7K – – –
JP Morgan Chase
99
JP Morgan Chase
New York
$30.7K +$913 +27 +3%
CMBA
100
C.M. Bidwell & Associates
Hawaii
$28.3K – – –
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.