Dimensional Global Sustainability Fixed Income ETF
DFSB
29 hedge funds and large institutions have $63.4M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.
1,000% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 1
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
45% more funds holding
Funds holding: 20 → 29 (+9)
0.72% more ownership
Funds ownership: 58.04% → 58.76% (+0.72%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less capital invested
Capital invested by funds: $68.3M → $63.4M (-$4.87M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.3M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$1.61M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.07M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$791K |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
+$481K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$8.81M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$899K |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$358K |
| 4 |
JP Morgan Chase
New York
|
-$34.8K |
| 5 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
-$31.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DI
26
Disciplined Investments
Tulsa,
Oklahoma
| $12.2K | +$52 | +1 | +0.4% |
|
|
27
Dimensional Fund Advisors
Austin,
Texas
| $10.2K | +$10.3M | +200,000 | New |
|
28
UBS Group
Zurich,
Switzerland
| $6.65K | +$6.7K | +130 | New |
|
|
AF
29
Advisornet Financial
Minnetonka,
Minnesota
| $5.98K | +$6.03K | +117 | New |
|
|
KF
30
Krilogy Financial
St. Louis,
Missouri
| – | -$358K | -6,904 | Closed |
|
DFSB Hedge Fund Activity: Q2 2023 in Review
29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q2 2023, worth a combined $63.4M — down 7.1% from $68.3M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DFSB positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $10.3M. The largest seller was Jane Street, cutting an estimated $8.81M.
- 29 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q2 2023, up from 20 in Q1 2023.
- Funds reported $63.4M of Dimensional Global Sustainability Fixed Income ETF stock for Q2 2023, down 7.1% quarter-over-quarter.
- 11 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q2 2023 and 1 closed out, a net change of +10 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $10.3M added.
- The largest Dimensional Global Sustainability Fixed Income ETF seller in Q2 2023 was Jane Street, an estimated $8.81M sold.
Based on aggregated 13F filings for Q2 2023.