Dimensional Global Sustainability Fixed Income ETF
DFSB
33 hedge funds and large institutions have $78.9M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 4 closing their positions.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
24% more capital invested
Capital invested by funds: $63.4M → $78.9M (+$15.5M)
14% more funds holding
Funds holding: 29 → 33 (+4)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.21% less ownership
Funds ownership: 58.76% → 56.55% (-2.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$6.64M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$672K |
| 4 |
FW
FirstPurpose Wealth
Orem,
Utah
|
+$623K |
| 5 |
LAM
LifePro Asset Management
San Diego,
California
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$5.54M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$795K |
| 3 |
Jane Street
New York
|
-$374K |
| 4 |
WWM
Wolff Wiese Magana
Carslbad,
California
|
-$192K |
| 5 |
MWM
Modera Wealth Management
Westwood,
New Jersey
|
-$28.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Grand Wealth Management
Grand Rapids,
Michigan
| $144K | +$508 | +10 | +0.3% |
|
|
OCM
27
Orion Capital Management
Coronado,
California
| $129K | +$131K | +2,586 | New |
|
|
CPA
28
Cardiff Park Advisors
Carlsbad,
California
| $70.1K | +$407 | +8 | +0.6% |
|
|
ME
29
McIlrath & Eck
Arlington,
Washington
| $66.7K | – | – | – |
|
|
EWP
30
Elevation Wealth Partners
Santa Rosa,
California
| $29.3K | +$29.9K | +588 | New |
|
|
SPIA
31
Steward Partners Investment Advisory
New York
| $9.97K | +$10.2K | +200 | New |
|
|
AF
32
Advisornet Financial
Minnetonka,
Minnesota
| $5.83K | – | – | – |
|
|
SFC
33
SYM Financial Corp
Winona Lake,
Indiana
| $4.04K | +$4.12K | +81 | New |
|
|
34
Corient Private Wealth
Miami,
Florida
| – | -$5.54M | -108,361 | Closed |
|
|
35
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$795K | -15,348 | Closed |
|
|
DI
36
Disciplined Investments
Tulsa,
Oklahoma
| – | -$12.2K | -238 | Closed |
|
37
UBS Group
Zurich,
Switzerland
| – | -$6.65K | -130 | Closed |
|
DFSB Hedge Fund Activity: Q3 2023 in Review
33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q3 2023, worth a combined $78.9M — up 24% from $63.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new DFSB positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 4 trimmed.
The largest buyer was Abacus Wealth Partners, adding an estimated $6.64M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $5.54M sold.
- 33 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q3 2023, up from 29 in Q2 2023.
- Funds reported $78.9M of Dimensional Global Sustainability Fixed Income ETF stock for Q3 2023, up 24% quarter-over-quarter.
- 8 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q3 2023 was Abacus Wealth Partners, an estimated $6.64M added.
- The largest Dimensional Global Sustainability Fixed Income ETF seller in Q3 2023 was Corient Private Wealth, an estimated $5.54M sold.
Based on aggregated 13F filings for Q3 2023.