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Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

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.

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Abacus Wealth Partners
California
$40.1M
2
Citadel Advisors
2
Citadel Advisors
Florida
$4.6M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$2.67M
4
FW
4
FirstPurpose Wealth
Utah
$611K
5
LAM
5
LifePro Asset Management
California
$308K

Top Sellers

1
Corient Private Wealth
1
Corient Private Wealth
Florida
$0
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$0
3
Jane Street
3
Jane Street
New York
$3.18M
4
WWM
4
Wolff Wiese Magana
California
$283K
5
MWM
5
Modera Wealth Management
New Jersey
$437K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Grand Wealth Management
Michigan
$144K +$499 +10 +0.3%
OCM
27
Orion Capital Management
California
$129K +$129K +2,586 New
CPA
28
Cardiff Park Advisors
California
$70.1K +$399 +8 +0.6%
ME
29
McIlrath & Eck
Washington
$66.7K – – –
EWP
30
Elevation Wealth Partners
California
$29.3K +$29.3K +588 New
SPIA
31
Steward Partners Investment Advisory
New York
$9.97K +$9.97K +200 New
AF
32
Advisornet Financial
Minnesota
$5.83K – – –
SFC
33
SYM Financial Corp
Indiana
$4.04K +$4.04K +81 New
Corient Private Wealth
34
Corient Private Wealth
Florida
– -$5.54M -108,361 Closed
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
– -$795K -15,348 Closed
DI
36
Disciplined Investments
Oklahoma
– -$12.2K -238 Closed
UBS Group
37
UBS Group
Switzerland
– -$6.65K -130 Closed
1
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