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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
PWA
101
Physician Wealth Advisors
Utah
$165K +$171K +4,967 New
DPW
102
DiNuzzo Private Wealth
Pennsylvania
$157K -$250K -7,252 -61%
AF
103
Allworth Financial
California
$129K +$689 +20 +0.5%
VWM
104
Vermillion Wealth Management
Minnesota
$127K +$132K +3,832 New
RWM
105
Ruedi Wealth Management
Illinois
$119K +$1.45K +42 +1%
OCM
106
Orion Capital Management
California
$96K +$99.8K +2,898 New
PWM
107
Parkworth Wealth Management
California
$91.2K +$94.7K +2,751 New
RTL
108
Red Tortoise LLC
Georgia
$61.3K -$11.6K -337 -15%
TIM
109
Tortoise Investment Management
New York
$57K – – –
KFGG
110
Keystone Financial Group (Georgia)
Georgia
$49.4K +$51.3K +1,490 New
W
111
WealthCollab
Washington
$48.6K +$36.3K +1,055 +256%
CPA
112
Cardiff Park Advisors
California
$44.9K +$241 +7 +0.5%
RLIM
113
Red Lighthouse Investment Management
New York
$40K – – –
CW
114
Curio Wealth
Maryland
$39.1K +$40.6K +1,180 New
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$38K +$39.1K +1,137 New
CCA
116
Criterion Capital Advisors
Tennessee
$35.7K – – –
PS
117
Pinney & Scofield
Massachusetts
$34.2K +$35.5K +1,031 New
JP Morgan Chase
118
JP Morgan Chase
New York
$29.2K +$448 +13 +1%
CMBA
119
C.M. Bidwell & Associates
Hawaii
$26.5K – – –
JWA
120
JFS Wealth Advisors
Pennsylvania
$21.5K – – –
EWP
121
Elevation Wealth Partners
California
$15K +$69 +2 +0.4%
BCM
122
Blume Capital Management
California
$9.94K – – –
IA
123
IFP Advisors
Florida
$7.29K +$1.58K +46 +26%
GJIA
124
Glass Jacobson Investment Advisors
Maryland
$4.77K – – –
AWM
125
Avior Wealth Management
Nebraska
$2.57K -$207 -6 -7%
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.