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Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

110 hedge funds and large institutions have $211M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 14 reducing their positions, and 6 closing their positions.

Holders
110
Holders Change
+10
Holders Change %
+10%
% of All Funds
1.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
17
Increased
65
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AC
1
AWM Capital
Arizona
$29M
2
OMC
2
Old Mission Capital
Illinois
$4.05M
3
TC
3
TownSquare Capital
Utah
$2.11M
4
Citadel Advisors
4
Citadel Advisors
Florida
$1.35M
5
Pathstone Holdings
5
Pathstone Holdings
New Jersey
$3.93M

Top Sellers

1
Jane Street
1
Jane Street
New York
$7.45M
2
EFP
2
Elser Financial Planning
Indiana
$0
3
AI
3
Atria Investments
North Carolina
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$0
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
1
AWM Capital
Arizona
$29M 819,021 +181,548 +28%
QFA
2
Quantum Financial Advisors
California
$19.5M 551,545 +4,175 +0.8%
AWP
3
Abacus Wealth Partners
California
$16M 452,821 +22,502 +5%
FFM
4
Forum Financial Management
Illinois
$13.2M 373,084 +16,085 +5%
FOA
5
Five Oceans Advisors
California
$11.2M 315,254 -10,395 -3%
MWM
6
Merriman Wealth Management
Washington
$9.68M 273,367 +6,256 +2%
RS
7
Retirement Solution
Washington
$7.48M 211,075 -3,009 -1%
Jane Street
8
Jane Street
New York
$7.45M 210,380 -160,243 -43%
AP
9
Adero Partners
California
$6.63M 187,166 +12,336 +7%
GA
10
Greenspring Advisors
Maryland
$4.73M 133,416 – –
FF
11
Francis Financial
$4.31M 121,743 +10,003 +9%
OMC
12
Old Mission Capital
Illinois
$4.05M 114,426 +98,935 +639%
Pathstone Holdings
13
Pathstone Holdings
New Jersey
$3.93M 110,997 +30,236 +37%
SC
14
Savant Capital
Illinois
$3.61M 101,991 +4,194 +4%
Wealth Enhancement Advisory Services
15
Wealth Enhancement Advisory Services
Minnesota
$3.57M 100,694 +14,469 +17%
WCWM
16
Willow Creek Wealth Management
California
$3.44M 96,999 +5,385 +6%
ADL
17
Asset Dedication LLC
California
$3.32M 93,595 +8,330 +10%
WA
18
Wealth Architects
California
$3.31M 93,355 +13,568 +17%
FTUS
19
Flow Traders U.S.
New York
$3.14M 88,711 +24,648 +38%
HFS
20
Heritage Financial Services
Massachusetts
$2.6M 73,429 +87 +0.1%
OIA
21
OneDigital Investment Advisors
Kansas
$2.23M 62,826 +9,584 +18%
Corient Private Wealth
22
Corient Private Wealth
Florida
$2.13M 60,041 +732 +1%
DWM
23
Drive Wealth Management
Utah
$2.11M 59,571 +795 +1%
TC
24
TownSquare Capital
Utah
$2.11M 59,571 +59,571 New
NCM
25
New Capital Management
Texas
$2.05M 57,794 -64 -0.1%
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