We are live on ! Find out more
DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF

70 hedge funds and large institutions have $122M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 3

230% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 10

19% more funds holding

Funds holding: 5970 (+11)

14% more capital invested

Capital invested by funds: $107M → $122M (+$14.7M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

5.13% less ownership

Funds ownership: 83.13%78% (-5.1%)

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
14
Increased
33
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QFA
1
Quantum Financial Advisors
California
$17.3M +$162K +5,272 +0.9%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$11.8M
AC
3
AWM Capital
Arizona
$11.4M +$5.99M +195,265 +101%
AWP
4
Abacus Wealth Partners
California
$9.98M +$535K +17,452 +5%
FOA
5
Five Oceans Advisors
California
$8.73M +$521K +16,971 +6%
MWM
6
Merriman Wealth Management
Washington
$6.3M +$343K +11,176 +5%
FFM
7
Forum Financial Management
Illinois
$5.44M +$2.29M +74,510 +67%
GA
8
Greenspring Advisors
Maryland
$3.92M
Jane Street
9
Jane Street
New York
$3.52M -$8.29M -270,135 -69%
AWM
10
AE Wealth Management
Kansas
$3.5M +$165K +5,389 +5%
RS
11
Retirement Solution
Washington
$3.49M +$161K +5,257 +5%
AP
12
Adero Partners
California
$3.41M +$302K +9,828 +9%
HFS
13
Heritage Financial Services
Massachusetts
$2.23M +$55.2K +1,800 +2%
OMC
14
Old Mission Capital
Illinois
$2.2M -$2.62M -85,466 -53%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.06M +$2.15M +70,116 New
FF
16
Francis Financial
$2.04M +$500K +16,285 +31%
PFO
17
Pathstone Family Office
New Jersey
$1.75M +$182K +5,946 +11%
ADL
18
Asset Dedication LLC
California
$1.55M +$321K +10,465 +25%
WA
19
Wealth Architects
California
$1.35M +$566K +18,453 +67%
WCWM
20
Willow Creek Wealth Management
California
$1.26M +$52.6K +1,713 +4%
FTUS
21
Flow Traders U.S.
New York
$1.17M +$1.22M +39,851 New
AI
22
Atria Investments
North Carolina
$1.17M +$1.22M +39,813 New
DWM
23
Drive Wealth Management
Utah
$1.17M +$1.22M +39,813 New
NCM
24
New Capital Management
Texas
$1.13M +$1.18M +38,381 New
SC
25
Savant Capital
Illinois
$989K +$1.03M +33,657 New

DFSE Hedge Fund Activity: Q3 2023 in Review

70 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q3 2023, worth a combined $122M — up 14% from $107M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new DFSE positions and 3 closed out — a net gain of 11 holders — while 33 added to existing stakes and 10 trimmed.

The largest buyer was AWM Capital, adding an estimated $5.99M. The largest seller was Jane Street, cutting an estimated $8.29M.

  • 70 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q3 2023, up from 59 in Q2 2023.
  • Funds reported $122M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q3 2023, up 14% quarter-over-quarter.
  • 14 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q3 2023 and 3 closed out, a net change of +11 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q3 2023 was AWM Capital, an estimated $5.99M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q3 2023 was Jane Street, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2023.