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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
SIS
126
Strategic Investment Solutions
Illinois
$2.52K – – –
ACA
127
Aptus Capital Advisors
Alabama
$1.82K – – –
Citigroup
128
Citigroup
New York
$33 +$34 +1 New
OMC
129
Old Mission Capital
Illinois
– -$4.05M -114,426 Closed
FTUS
130
Flow Traders U.S.
New York
– -$3.14M -88,711 Closed
Citadel Advisors
131
Citadel Advisors
Florida
– -$1.35M -38,120 Closed
AWM
132
Ariadne Wealth Management
California
– -$287K -8,090 Closed
PAG
133
Private Advisor Group
New Jersey
– -$228K -6,423 Closed
Osaic Holdings
134
Osaic Holdings
Arizona
– -$62.8K -1,774 Closed
BAM
135
Bellevue Asset Management
Washington
– -$24.4K -689 Closed
BAM
136
Belpointe Asset Management
Nevada
– -$17.9K -506 Closed
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.