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Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

43 hedge funds and large institutions have $167M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
14
Increased
18
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
1
Abacus Wealth Partners
California
$121M
2
Corient Private Wealth
2
Corient Private Wealth
Florida
$3.81M
3
QFA
3
Quantum Financial Advisors
California
$5.74M
4
RIM
4
RW Investment Management
Idaho
$739K
5
CWP
5
Concord Wealth Partners
Virginia
$601K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$1.23M
2
Jane Street
2
Jane Street
New York
$0
3
TWM
3
Tanager Wealth Management
United Kingdom
$0
4
WWM
4
Wolff Wiese Magana
California
$0
5
HighTower Advisors
5
HighTower Advisors
Illinois
$472K
Name Holding Trade Value Shares
Change 		Shares
Change %
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$251K +$251K +4,826 New
RCAG
27
Rehmann Capital Advisory Group
Michigan
$244K +$4.98K +96 +2%
LFA
28
Level Financial Advisors
New York
$227K +$19.7K +380 +10%
NA
29
NewEdge Advisors
Louisiana
$204K +$204K +3,970 New
GWM
30
Grand Wealth Management
Michigan
$202K +$51.8K +998 +35%
JWA
31
JFS Wealth Advisors
Pennsylvania
$162K -$9.55K -184 -6%
OCM
32
Orion Capital Management
California
$138K +$4K +77 +3%
CPA
33
Cardiff Park Advisors
California
$75.7K +$2.65K +51 +4%
ME
34
McIlrath & Eck
Washington
$71.2K +$1.77K +34 +3%
UBS Group
35
UBS Group
Switzerland
$60.6K +$60.6K +1,168 New
EWP
36
Elevation Wealth Partners
California
$29.3K – – –
EWA
37
Elevate Wealth Advisory
Georgia
$18.2K +$18.2K +351 New
SPIA
38
Steward Partners Investment Advisory
New York
$10.4K – – –
AF
39
Advisornet Financial
Minnesota
$7.01K +$934 +18 +15%
SFC
40
SYM Financial Corp
Indiana
$4.2K – – –
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.14K -$156K -3,007 -99%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +26 New
Fidelity Investments
43
Fidelity Investments
Massachusetts
$934 +$934 +18 New
Jane Street
44
Jane Street
New York
– -$3.18M -63,810 Closed
TWM
45
Tanager Wealth Management
United Kingdom
– -$308K -6,176 Closed
WWM
46
Wolff Wiese Magana
California
– -$283K -5,675 Closed
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