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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

59 hedge funds and large institutions have $107M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 5 reducing their positions, and 7 closing their positions.

Holders
59
Holders Change
+9
Holders Change %
+18%
% of All Funds
0.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
19
Increased
30
Reduced
5
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$11.9M
2
GA
2
Greenspring Advisors
Maryland
$4.06M
3
AC
3
AWM Capital
Arizona
$5.86M
4
FFM
4
Forum Financial Management
Illinois
$3.37M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.02M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
FTUS
2
Flow Traders U.S.
New York
$0
3
Mariner
3
Mariner
Kansas
$0
4
RIP
4
RAM Investment Partners
Washington
$658K
5
OMC
5
Old Mission Capital
Illinois
$4.88M
Name Market Value Shares Shares
Change 		Shares
Change %
QFA
1
Quantum Financial Advisors
California
$17.8M 584,649 -3,056 -0.5%
Jane Street
2
Jane Street
New York
$11.9M 390,037 +245,426 +170%
AWP
3
Abacus Wealth Partners
California
$9.8M 322,061 +40,189 +14%
FOA
4
Five Oceans Advisors
California
$8.52M 280,057 +708 +0.3%
MWM
5
Merriman Wealth Management
Washington
$6.19M 203,215 +5,302 +3%
AC
6
AWM Capital
Arizona
$5.86M 192,566 +115,067 +148%
OMC
7
Old Mission Capital
Illinois
$4.88M 160,239 -9,470 -6%
GA
8
Greenspring Advisors
Maryland
$4.06M 133,416 +133,416 New
AWM
9
AE Wealth Management
Kansas
$3.46M 113,703 +4,324 +4%
RS
10
Retirement Solution
Washington
$3.46M 113,619 +4,517 +4%
FFM
11
Forum Financial Management
Illinois
$3.37M 110,619 +97,849 +766%
AP
12
Adero Partners
California
$3.23M 106,242 +23,540 +28%
HFS
13
Heritage Financial Services
Massachusetts
$2.26M 74,208 +4,525 +6%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$2.02M 64,118 +64,118 New
Corient Private Wealth
15
Corient Private Wealth
Florida
$1.72M 56,478 +10,892 +24%
PFO
16
Pathstone Family Office
New Jersey
$1.63M 53,712 +43,469 +424%
FF
17
Francis Financial
$1.62M 53,203 +11,151 +27%
ADL
18
Asset Dedication LLC
California
$1.29M 42,286 +28,793 +213%
WCWM
19
Willow Creek Wealth Management
California
$1.25M 41,115 +10,447 +34%
NCM
20
Northland Capital Management
Minnesota
$944K 30,998 +30,998 New
SC
21
Schoolcraft Capital
Colorado
$836K 27,477 +2,805 +11%
WA
22
Wealth Architects
California
$834K 27,405 +27,405 New
PCI
23
Planning Center Inc
Illinois
$751K 24,681 -36 -0.1%
CI
24
Cordant Inc
Oregon
$669K 21,975 +4,930 +29%
MWM
25
Modera Wealth Management
New Jersey
$666K 21,892 +21,892 New
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