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DFSE

Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE

128 hedge funds and large institutions have $227M invested in Dimensional Emerging Markets Sustainability Core 1 ETF in 2024 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 17 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

294% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 17

238% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 8

75% more funds holding in top 10

Funds holding in top 10: 4 → 7 (+3)

15% more funds holding

Funds holding: 111 → 128 (+17)

7% more capital invested

Capital invested by funds: $212M → $227M (+$15M)

6.37% more ownership

Funds ownership: 65.7% → 72.06% (+6.4%)

Holders
128
Holders Change
+17
Holders Change %
+15.32%
% of All Funds
1.69%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.09%
New
27
Increased
67
Reduced
17
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFP
Elser Financial Planning
Indiana
+$4.08M
2
BRIA
Balanced Rock Investment Advisors
Massachusetts
+$2.89M
3
AWP
Abacus Wealth Partners
California
+$2.33M
4
Pathstone Holdings
Pathstone Holdings
New Jersey
+$1.88M
5
AC
AWM Capital
Arizona
+$1.12M

Top Sellers

1
Jane Street
Jane Street
New York
-$6.16M
2
OMC
Old Mission Capital
Illinois
-$4.05M
3
FTUS
Flow Traders U.S.
New York
-$3.14M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.35M
5
AWM
Ariadne Wealth Management
California
-$287K
Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1
AWM Capital
Arizona
$28.2M +$1.12M +32,571 +4%
QFA
2
Quantum Financial Advisors
California
$18.3M -$11.1K -323 -0.1%
AWP
3
Abacus Wealth Partners
California
$17.2M +$2.33M +67,706 +15%
FFM
4
Forum Financial Management
Illinois
$12.9M +$547K +15,875 +4%
FOA
5
Five Oceans Advisors
California
$10.9M +$507K +14,725 +5%
MWM
6
Merriman Wealth Management
Washington
$9.47M +$429K +12,463 +5%
CC
7
Citrine Capital
California
$9.43M +$9.8M +284,748 New
RS
8
Retirement Solution
Washington
$6.93M -$61.8K -1,794 -0.8%
AP
9
Adero Partners
California
$6.84M +$661K +19,194 +10%
LAMNM
10
Longview Asset Management (New Mexico)
New Mexico
$6.22M +$6.46M +187,588 New
Pathstone Holdings
11
Pathstone Holdings
New Jersey
$5.48M +$1.88M +54,623 +49%
GA
12
Greenspring Advisors
Maryland
$4.42M – – –
WCWM
13
Willow Creek Wealth Management
California
$4.14M +$959K +27,851 +29%
FF
14
Francis Financial
$3.99M -$40.8K -1,186 -1%
SC
15
Savant Capital
Illinois
$3.98M +$629K +18,283 +18%
EFP
16
Elser Financial Planning
Indiana
$3.92M +$4.08M +118,424 New
WA
17
Wealth Architects
California
$3.57M +$495K +14,368 +15%
Wealth Enhancement Advisory Services
18
Wealth Enhancement Advisory Services
Minnesota
$3.31M -$25.9K -751 -0.7%
ADL
19
Asset Dedication LLC
California
$2.9M -$207K -6,013 -6%
BRIA
20
Balanced Rock Investment Advisors
Massachusetts
$2.78M +$2.89M +84,002 New
HFS
21
Heritage Financial Services
Massachusetts
$2.45M +$16.7K +485 +0.7%
SC
22
Schoolcraft Capital
Colorado
$2.31M +$670K +19,466 +39%
OIA
23
OneDigital Investment Advisors
Kansas
$2.26M +$181K +5,254 +8%
Corient Private Wealth
24
Corient Private Wealth
Florida
$2.07M +$79.8K +2,317 +4%
NCM
25
New Capital Management
Texas
$2.06M +$152K +4,415 +8%
1
2 3 4 5

DFSE Hedge Fund Activity: Q4 2024 in Review

128 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) for Q4 2024, worth a combined $227M — up 7.1% from $212M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new DFSE positions and 8 closed out — a net gain of 19 holders — while 67 added to existing stakes and 17 trimmed.

The largest buyer was Elser Financial Planning, opening a new position worth an estimated $4.08M. The largest seller was Jane Street, cutting an estimated $6.16M.

  • 128 institutional investors held Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $227M of Dimensional Emerging Markets Sustainability Core 1 ETF stock for Q4 2024, up 7.1% quarter-over-quarter.
  • 27 funds opened new Dimensional Emerging Markets Sustainability Core 1 ETF positions in Q4 2024 and 8 closed out, a net change of +19 holders.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF buyer in Q4 2024 was Elser Financial Planning, an estimated $4.08M added.
  • The largest Dimensional Emerging Markets Sustainability Core 1 ETF seller in Q4 2024 was Jane Street, an estimated $6.16M sold.

Based on aggregated 13F filings for Q4 2024.