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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

33 hedge funds and large institutions have $69.9M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2022 Q4 according to their latest regulatory filings, with 33 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

67.02% more ownership

Funds ownership: 0% → 67.02% (+67%)

Holders
33
Holders Change
+33
Holders Change %
–
% of All Funds
0.53%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.05%
New
33
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$11.2M
2
Jane Street
Jane Street
New York
+$10.1M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.31M
4
OMC
Old Mission Capital
Illinois
+$8.24M
5
FOA
Five Oceans Advisors
California
+$7.75M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$11.3M +$11.2M +400,000 New
Jane Street
2
Jane Street
New York
$10.2M +$10.1M +361,623 New
Citadel Advisors
3
Citadel Advisors
Florida
$8.4M +$8.31M +298,002 New
OMC
4
Old Mission Capital
Illinois
$8.33M +$8.24M +295,525 New
FOA
5
Five Oceans Advisors
California
$7.83M +$7.75M +277,753 New
AWP
6
Abacus Wealth Partners
California
$7.72M +$7.65M +274,152 New
MWM
7
Merriman Wealth Management
Washington
$4.71M +$4.66M +167,193 New
HFS
8
Heritage Financial Services
Massachusetts
$1.98M +$1.96M +70,185 New
BCM
9
Brainard Capital Management
Texas
$1.22M +$1.21M +43,250 New
AC
10
AWM Capital
Arizona
$932K +$923K +33,088 New
Corient Private Wealth
11
Corient Private Wealth
Florida
$739K +$731K +26,219 New
RIP
12
RAM Investment Partners
Washington
$724K +$716K +25,681 New
PCI
13
Planning Center Inc
Illinois
$718K +$711K +25,495 New
AP
14
Adero Partners
California
$677K +$671K +24,040 New
PFO
15
Pathstone Family Office
New Jersey
$577K +$571K +20,472 New
Mariner
16
Mariner
Kansas
$575K +$569K +20,402 New
WCWM
17
Willow Creek Wealth Management
California
$524K +$518K +18,584 New
CI
18
Cordant Inc
Oregon
$464K +$459K +16,459 New
MWM
19
Meritas Wealth Management
California
$428K +$423K +15,177 New
EWA
20
Exencial Wealth Advisors
Oklahoma
$316K +$313K +11,227 New
BAM
21
Baldrige Asset Management
Pennsylvania
$280K +$277K +9,920 New
FF
22
Francis Financial
$218K +$216K +7,753 New
SC
23
Schoolcraft Capital
Colorado
$213K +$210K +7,547 New
FFM
24
Forum Financial Management
Illinois
$210K +$208K +7,452 New
TWA
25
TCI Wealth Advisors
Arizona
$155K +$153K +5,500 New
1
2

DFSE Hedge Fund Activity: Q4 2022 in Review

33 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q4 2022, worth a combined $69.9M.

Buyers outnumbered sellers: 33 funds opened new DFSE positions and 0 closed out — a net gain of 33 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $11.2M.

  • 33 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q4 2022, up from 0 in Q3 2022.
  • Funds reported $69.9M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q4 2022.
  • 33 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q4 2022 and 0 closed out, a net change of +33 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q4 2022 was Dimensional Fund Advisors, an estimated $11.2M added.

Based on aggregated 13F filings for Q4 2022.