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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

90 hedge funds and large institutions have $152M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 56 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

367% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 12

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

7% more capital invested

Capital invested by funds: $143M → $152M (+$9.66M)

3% more funds holding

Funds holding: 87 → 90 (+3)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10.88% less ownership

Funds ownership: 76.57% → 65.69% (-11%)

Holders
90
Holders Change
+3
Holders Change %
+3.45%
% of All Funds
1.3%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
9
Increased
56
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
AWM Capital
Arizona
+$2.9M
2
OMC
Old Mission Capital
Illinois
+$2.53M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.08M
4
AP
Adero Partners
California
+$830K
5
FFM
Forum Financial Management
Illinois
+$798K

Top Sellers

1
Jane Street
Jane Street
New York
-$4.56M
2
AWM
AE Wealth Management
Kansas
-$3.74M
3
QFA
Quantum Financial Advisors
California
-$534K
4
Citadel Advisors
Citadel Advisors
Florida
-$377K
5
BAM
Belpointe Asset Management
Nevada
-$342K
Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1
Quantum Financial Advisors
California
$17.7M -$534K -17,100 -3%
AC
2
AWM Capital
Arizona
$17.3M +$2.9M +92,848 +21%
AWP
3
Abacus Wealth Partners
California
$13.1M +$151K +4,829 +1%
FFM
4
Forum Financial Management
Illinois
$10.7M +$798K +25,539 +8%
FOA
5
Five Oceans Advisors
California
$10.5M +$254K +8,128 +3%
MWM
6
Merriman Wealth Management
Washington
$8.11M +$515K +16,478 +7%
AP
7
Adero Partners
California
$5.15M +$830K +26,552 +20%
GA
8
Greenspring Advisors
Maryland
$4.3M – – –
OMC
9
Old Mission Capital
Illinois
$4.28M +$2.53M +80,902 +155%
RS
10
Retirement Solution
Washington
$3.93M +$14.7K +471 +0.4%
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$2.93M +$224K +7,172 +9%
SC
12
Savant Capital
Illinois
$2.83M +$401K +12,828 +17%
FF
13
Francis Financial
$2.79M +$395K +12,648 +17%
WCWM
14
Willow Creek Wealth Management
California
$2.43M +$597K +19,094 +34%
HFS
15
Heritage Financial Services
Massachusetts
$2.42M -$52.2K -1,670 -2%
ADL
16
Asset Dedication LLC
California
$2.32M +$416K +13,307 +23%
Corient Private Wealth
17
Corient Private Wealth
Florida
$2M +$27.8K +890 +1%
WA
18
Wealth Architects
California
$1.95M +$284K +9,086 +18%
Pathstone Holdings
19
Pathstone Holdings
New Jersey
$1.93M +$875 +28 +0%
NCM
20
New Capital Management
Texas
$1.83M -$100K -3,207 -5%
Jane Street
21
Jane Street
New York
$1.76M -$4.56M -145,932 -73%
AI
22
Atria Investments
North Carolina
$1.72M +$274K +8,751 +20%
DWM
23
Drive Wealth Management
Utah
$1.72M +$274K +8,751 +20%
BJL
24
Brighton Jones LLC
Washington
$1.63M +$421K +13,461 +36%
PCI
25
Planning Center Inc
Illinois
$1.4M +$84.2K +2,695 +7%
1
2 3 4

DFSE Hedge Fund Activity: Q1 2024 in Review

90 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q1 2024, worth a combined $152M — up 6.8% from $143M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new DFSE positions and 6 closed out — a net gain of 3 holders — while 56 added to existing stakes and 12 trimmed.

The largest buyer was AWM Capital, adding an estimated $2.9M. The largest seller was Jane Street, cutting an estimated $4.56M.

  • 90 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q1 2024, up from 87 in Q4 2023.
  • Funds reported $152M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q1 2024, up 6.8% quarter-over-quarter.
  • 9 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q1 2024 and 6 closed out, a net change of +3 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q1 2024 was AWM Capital, an estimated $2.9M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q1 2024 was Jane Street, an estimated $4.56M sold.

Based on aggregated 13F filings for Q1 2024.