Ken Griffin’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Ken Griffin’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-61,802	Closed	-$3.15M	–	14654
2024 Q4	$3.15M	Buy	+61,802	New	+$3.22M	﹤0.01%	4758
2024 Q3	–	Sell	-13,125	Closed	-$671K	–	14392
2024 Q2	$671K	Sell	13,125 -7,937	-38%	-$405K	﹤0.01%	7439
2024 Q1	$1.09M	Sell	21,062 -2,547	-11%	-$131K	﹤0.01%	6743
2023 Q4	$1.23M	Sell	23,609 -68,672	-74%	-$3.45M	﹤0.01%	6288
2023 Q3	$4.6M	Buy	92,281 +86,557	+1,512%	+$4.4M	﹤0.01%	3791
2023 Q2	$293K	Sell	5,724 -17,447	-75%	-$899K	﹤0.01%	9099
2023 Q1	$1.2M	Buy	+23,171	New	+$1.19M	﹤0.01%	6393

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

BOC

Blue Oak Capital Menlo Park, California $190M AUM

PCM

Passive Capital Management Baltimore, Maryland $320M AUM 17.24% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

MWM

Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

Ken Griffin's DFSB Position: Q1 2025 in Review

Ken Griffin sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2025, closing a stake of 61,802 shares — an estimated $3.15M sold.

Ken Griffin first reported a position in DFSB in Q1 2023 and held it in 7 quarters. The position peaked at $4.6M in Q3 2023. 92 funds tracked by Wall St. Rank hold DFSB as of Q1 2025.

Ken Griffin reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
Ken Griffin sold 61,802 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2025, an estimated $3.15M.
Ken Griffin first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and held it in 7 quarters.
Ken Griffin's Dimensional Global Sustainability Fixed Income ETF position peaked at $4.6M in Q3 2023.
92 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2025.

Based on Citadel Advisors's 13F filing for Q1 2025, filed 15 May 2025.