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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
CCMI
76
Creative Capital Management Investments
California
$334K +$89.6K +2,602 +35%
FFG
77
Fiduciary Financial Group
California
$328K +$61.6K +1,788 +21%
EFP
78
EnRich Financial Partners
Wisconsin
$320K +$4.51K +131 +1%
AF
79
Advisornet Financial
Minnesota
$319K +$58.2K +1,690 +21%
SDWIA
80
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$316K – – –
BWA
81
Babb Wealth Advisors
Arizona
$314K +$327K +9,484 New
MWM
82
Meritas Wealth Management
California
$306K +$1.79K +52 +0.6%
HI
83
Harbour Investments
Wisconsin
$293K +$34 +1 +0%
FCI
84
Financial Counselors Inc
Kansas
$288K +$299K +8,686 New
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$287K -$620 -18 -0.2%
JC
86
Jentner Corp
Ohio
$274K +$689 +20 +0.2%
FFP
87
Freedom Financial Partners
Minnesota
$269K +$279K +8,116 New
PPW
88
Parcion Private Wealth
Washington
$262K +$58.7K +1,706 +28%
LFA
89
Level Financial Advisors
New York
$244K +$253K +7,354 New
CCWM
90
Cassaday & Co Wealth Management
Virginia
$240K +$10.4K +301 +4%
RCAG
91
Rehmann Capital Advisory Group
Michigan
$240K +$31K +900 +14%
HIGP
92
Hill Investment Group Partners
Missouri
$239K +$10.6K +307 +4%
LPL Financial
93
LPL Financial
California
$237K -$6.61K -192 -3%
GWA
94
Geometric Wealth Advisors
District of Columbia
$232K +$22.5K +654 +10%
GWM
95
Grand Wealth Management
Michigan
$231K +$20.7K +601 +9%
AWM
96
Apollon Wealth Management
South Carolina
$228K – – –
CPIG
97
Chicago Partners Investment Group
Illinois
$211K +$5.13K +149 +2%
PCM
98
Passive Capital Management
Maryland
$209K – – –
FWMP
99
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K +$216K +6,275 New
CCA
100
Cobblestone Capital Advisors
New York
$204K +$212K +6,167 New
2 3
4
5 6

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.