Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
87 hedge funds and large institutions have $143M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 44 increasing their positions, 6 reducing their positions, and 7 closing their positions.
633% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 6
257% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 7
24% more funds holding
Funds holding: 70 → 87 (+17)
17% more capital invested
Capital invested by funds: $122M → $143M (+$21.2M)
1.43% less ownership
Funds ownership: 78% → 76.57% (-1.4%)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FFM
Forum Financial Management
Lombard,
Illinois
|
+$3.6M |
| 2 |
Jane Street
New York
|
+$2.41M |
| 3 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.84M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$1.83M |
| 5 |
AC
AWM Capital
Phoenix,
Arizona
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$11.8M |
| 2 |
FTUS
Flow Traders U.S.
New York
|
-$1.17M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$694K |
| 4 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$677K |
| 5 |
TWA
Trellis Wealth Advisors
San Luis Obispo,
California
|
-$341K |
DFSE Hedge Fund Activity: Q4 2023 in Review
87 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q4 2023, worth a combined $143M — up 17% from $122M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new DFSE positions and 7 closed out — a net gain of 18 holders — while 44 added to existing stakes and 6 trimmed.
The largest buyer was Forum Financial Management, adding an estimated $3.6M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $11.8M sold.
- 87 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q4 2023, up from 70 in Q3 2023.
- Funds reported $143M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q4 2023, up 17% quarter-over-quarter.
- 25 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q4 2023 and 7 closed out, a net change of +18 holders.
- The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q4 2023 was Forum Financial Management, an estimated $3.6M added.
- The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q4 2023 was Dimensional Fund Advisors, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2023.