We are live on ! Find out more
DFSE

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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
87
Holders Change
+17
Holders Change %
+24.29%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
25
Increased
44
Reduced
6
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FFM
Forum Financial Management
Illinois
+$3.6M
2
Jane Street
Jane Street
New York
+$2.41M
3
AWP
Abacus Wealth Partners
California
+$1.84M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$1.83M
5
AC
AWM Capital
Arizona
+$1.67M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$11.8M
2
FTUS
Flow Traders U.S.
New York
-$1.17M
3
QFA
Quantum Financial Advisors
California
-$694K
4
OMC
Old Mission Capital
Illinois
-$677K
5
TWA
Trellis Wealth Advisors
California
-$341K
Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1
Quantum Financial Advisors
California
$17.9M -$694K -23,216 -4%
AC
2
AWM Capital
Arizona
$14M +$1.67M +55,767 +14%
AWP
3
Abacus Wealth Partners
California
$12.7M +$1.84M +61,574 +18%
FOA
4
Five Oceans Advisors
California
$10M +$603K +20,168 +7%
FFM
5
Forum Financial Management
Illinois
$9.66M +$3.6M +120,370 +65%
MWM
6
Merriman Wealth Management
Washington
$7.44M +$625K +20,895 +10%
Jane Street
7
Jane Street
New York
$6.34M +$2.41M +80,542 +67%
AP
8
Adero Partners
California
$4.22M +$521K +17,423 +15%
GA
9
Greenspring Advisors
Maryland
$4.22M – – –
RS
10
Retirement Solution
Washington
$3.84M +$80.8K +2,704 +2%
AWM
11
AE Wealth Management
Kansas
$3.74M +$103K +3,451 +3%
Wealth Enhancement Advisory Services
12
Wealth Enhancement Advisory Services
Minnesota
$2.65M +$408K +13,653 +19%
HFS
13
Heritage Financial Services
Massachusetts
$2.43M +$25.2K +843 +1%
SC
14
Savant Capital
Illinois
$2.38M +$1.24M +41,460 +123%
FF
15
Francis Financial
$2.34M +$138K +4,619 +7%
Corient Private Wealth
16
Corient Private Wealth
Florida
$1.94M +$1.83M +61,331 New
NCM
17
New Capital Management
Texas
$1.9M +$649K +21,719 +57%
Pathstone Holdings
18
Pathstone Holdings
New Jersey
$1.89M +$1.79M +59,832 New
ADL
19
Asset Dedication LLC
California
$1.85M +$174K +5,804 +11%
WCWM
20
Willow Creek Wealth Management
California
$1.78M +$407K +13,596 +32%
OMC
21
Old Mission Capital
Illinois
$1.65M -$677K -22,645 -30%
WA
22
Wealth Architects
California
$1.62M +$164K +5,501 +12%
AI
23
Atria Investments
North Carolina
$1.41M +$147K +4,906 +12%
DWM
24
Drive Wealth Management
Utah
$1.41M +$147K +4,906 +12%
SC
25
Schoolcraft Capital
Colorado
$1.35M +$458K +15,310 +56%
1
2 3 4

DFSE Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 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.