DFSE icon

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

Overview Fund Activity

126 hedge funds and large institutions have $225M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 66 increasing their positions, 17 reducing their positions, and 8 closing their positions.

Holders
126
Holders Change
+16
Holders Change %
+14.55%
% of All Funds
1.68%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
26
Increased
66
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CC
1
Citrine Capital
California
$9.43M
2
LAMNM
2
Longview Asset Management (New Mexico)
New Mexico
$6.22M
3
EFP
3
Elser Financial Planning
Indiana
$3.92M
4
BRIA
4
Balanced Rock Investment Advisors
Massachusetts
$2.78M
5
AWP
5
Abacus Wealth Partners
California
$17.2M

Top Sellers

1
Jane Street
1
Jane Street
New York
$1.04M
2
OMC
2
Old Mission Capital
Illinois
$0
3
FTUS
3
Flow Traders U.S.
New York
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$0
5
AWM
5
Ariadne Wealth Management
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AC
1
AWM Capital
Arizona
$28.2M 851,592 +32,571 +4%
QFA
2
Quantum Financial Advisors
California
$18.3M 551,222 -323 -0.1%
AWP
3
Abacus Wealth Partners
California
$17.2M 520,527 +67,706 +15%
FFM
4
Forum Financial Management
Illinois
$12.9M 388,959 +15,875 +4%
FOA
5
Five Oceans Advisors
California
$10.9M 329,979 +14,725 +5%
MWM
6
Merriman Wealth Management
Washington
$9.47M 285,830 +12,463 +5%
CC
7
Citrine Capital
California
$9.43M 284,748 +284,748 New
RS
8
Retirement Solution
Washington
$6.93M 209,281 -1,794 -0.8%
AP
9
Adero Partners
California
$6.84M 206,360 +19,194 +10%
LAMNM
10
Longview Asset Management (New Mexico)
New Mexico
$6.22M 187,588 +187,588 New
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$5.48M 165,620 +54,623 +49%
GA
12
Greenspring Advisors
Maryland
$4.42M 133,416 – –
WCWM
13
Willow Creek Wealth Management
California
$4.14M 124,850 +27,851 +29%
FF
14
Francis Financial
$3.99M 120,557 -1,186 -1%
SC
15
Savant Capital
Illinois
$3.98M 120,274 +18,283 +18%
EFP
16
Elser Financial Planning
Indiana
$3.92M 118,424 +118,424 New
WA
17
Wealth Architects
California
$3.57M 107,723 +14,368 +15%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3.31M 99,943 -751 -0.7%
ADL
19
Asset Dedication LLC
California
$2.9M 87,582 -6,013 -6%
BRIA
20
Balanced Rock Investment Advisors
Massachusetts
$2.78M 84,002 +84,002 New
HFS
21
Heritage Financial Services
Massachusetts
$2.45M 73,914 +485 +0.7%
SC
22
Schoolcraft Capital
Colorado
$2.31M 69,799 +19,466 +39%
OIA
23
OneDigital Investment Advisors
Kansas
$2.26M 68,080 +5,254 +8%
Corient Private Wealth
24
Corient Private Wealth
Florida
$2.07M 62,358 +2,317 +4%
NCM
25
New Capital Management
Texas
$2.06M 62,209 +4,415 +8%
1
2 3 4 5