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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

101 hedge funds and large institutions have $188M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 54 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 17

183% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 6

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

23% more capital invested

Capital invested by funds: $152M → $188M (+$35.2M)

12% more funds holding

Funds holding: 90 → 101 (+11)

2.65% more ownership

Funds ownership: 65.69% → 68.33% (+2.6%)

Holders
101
Holders Change
+11
Holders Change %
+12.22%
% of All Funds
1.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
17
Increased
54
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
Jane Street
New York
+$10.4M
2
AC
AWM Capital
Arizona
+$3.33M
3
RS
Retirement Solution
Washington
+$3.04M
4
FTUS
Flow Traders U.S.
New York
+$2.11M
5
KFAA
Klaas Financial Asset Advisors
Illinois
+$1.06M

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$3.88M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.11M
3
Citadel Advisors
Citadel Advisors
Florida
-$792K
4
NL
NWAM LLC
Washington
-$625K
5
AI
Atria Investments
North Carolina
-$516K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1
AWM Capital
Arizona
$21.3M +$3.33M +101,027 +19%
QFA
2
Quantum Financial Advisors
California
$18.3M -$73.7K -2,235 -0.4%
AWP
3
Abacus Wealth Partners
California
$14.4M +$805K +24,403 +6%
Jane Street
4
Jane Street
New York
$12.4M +$10.4M +316,111 +580%
FFM
5
Forum Financial Management
Illinois
$11.9M +$856K +25,961 +8%
FOA
6
Five Oceans Advisors
California
$10.9M +$10.7K +325 +0.1%
MWM
7
Merriman Wealth Management
Washington
$8.94M +$506K +15,347 +6%
RS
8
Retirement Solution
Washington
$7.16M +$3.04M +92,033 +75%
AP
9
Adero Partners
California
$5.85M +$488K +14,785 +9%
GA
10
Greenspring Advisors
Maryland
$4.46M – – –
FF
11
Francis Financial
$3.74M +$824K +24,985 +29%
SC
12
Savant Capital
Illinois
$3.27M +$325K +9,852 +11%
EFP
13
Elser Financial Planning
Indiana
$3.12M +$3.08M +93,248 New
WCWM
14
Willow Creek Wealth Management
California
$3.07M +$531K +16,096 +21%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$2.89M -$156K -4,716 -5%
ADL
16
Asset Dedication LLC
California
$2.85M +$442K +13,403 +19%
Pathstone Holdings
17
Pathstone Holdings
New Jersey
$2.7M +$689K +20,901 +35%
WA
18
Wealth Architects
California
$2.67M +$638K +19,342 +32%
HFS
19
Heritage Financial Services
Massachusetts
$2.45M -$60.7K -1,839 -2%
FTUS
20
Flow Traders U.S.
New York
$2.14M +$2.11M +64,063 New
Corient Private Wealth
21
Corient Private Wealth
Florida
$1.98M -$96K -2,912 -5%
DWM
22
Drive Wealth Management
Utah
$1.97M +$175K +5,306 +10%
NCM
23
New Capital Management
Texas
$1.94M +$31.8K +965 +2%
BJL
24
Brighton Jones LLC
Washington
$1.79M +$98.1K +2,974 +6%
OIA
25
OneDigital Investment Advisors
Kansas
$1.78M +$626K +18,985 +55%
1
2 3 4 5

DFSE Hedge Fund Activity: Q2 2024 in Review

101 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q2 2024, worth a combined $188M — up 23% from $152M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new DFSE positions and 6 closed out — a net gain of 11 holders — while 54 added to existing stakes and 17 trimmed.

The largest buyer was Jane Street, adding an estimated $10.4M. The largest seller was Old Mission Capital, cutting an estimated $3.88M.

  • 101 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q2 2024, up from 90 in Q1 2024.
  • Funds reported $188M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q2 2024, up 23% quarter-over-quarter.
  • 17 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q2 2024 and 6 closed out, a net change of +11 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q2 2024 was Jane Street, an estimated $10.4M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q2 2024 was Old Mission Capital, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2024.