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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 %
EFP
76
EnRich Financial Partners
Wisconsin
$320K 9,660 +131 +1%
AF
77
Advisornet Financial
Minnesota
$319K 9,624 +1,690 +21%
SDWIA
78
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$316K 9,526 – –
BWA
79
Babb Wealth Advisors
Arizona
$314K 9,484 +9,484 New
MWM
80
Meritas Wealth Management
California
$306K 9,245 +52 +0.6%
HI
81
Harbour Investments
Wisconsin
$293K 8,846 +1 +0%
FCI
82
Financial Counselors Inc
Kansas
$288K 8,686 +8,686 New
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$287K 8,648 -18 -0.2%
JC
84
Jentner Corp
Ohio
$274K 8,275 +20 +0.2%
FFP
85
Freedom Financial Partners
Minnesota
$269K 8,116 +8,116 New
PPW
86
Parcion Private Wealth
Washington
$262K 7,896 +1,706 +28%
LFA
87
Level Financial Advisors
New York
$244K 7,354 +7,354 New
CCWM
88
Cassaday & Co Wealth Management
Virginia
$240K 7,255 +301 +4%
RCAG
89
Rehmann Capital Advisory Group
Michigan
$240K 7,255 +900 +14%
HIGP
90
Hill Investment Group Partners
Missouri
$239K 7,208 +307 +4%
LPL Financial
91
LPL Financial
California
$237K 7,143 -192 -3%
GWA
92
Geometric Wealth Advisors
District of Columbia
$232K 7,002 +654 +10%
GWM
93
Grand Wealth Management
Michigan
$231K 6,968 +601 +9%
AWM
94
Apollon Wealth Management
South Carolina
$228K 6,890 – –
CPIG
95
Chicago Partners Investment Group
Illinois
$211K 6,399 +149 +2%
PCM
96
Passive Capital Management
Maryland
$209K 6,300 – –
FWMP
97
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$208K 6,275 +6,275 New
CCA
98
Cobblestone Capital Advisors
New York
$204K 6,167 +6,167 New
PWA
99
Physician Wealth Advisors
Utah
$165K 4,967 +4,967 New
DPW
100
DiNuzzo Private Wealth
Pennsylvania
$157K 4,730 -7,252 -61%
2 3
4
5 6