DFSB icon

Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

48 hedge funds and large institutions have $153M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
25
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QFA
1
Quantum Financial Advisors
California
$8.85M
2
SEI Investments
2
SEI Investments
Pennsylvania
$2.53M
3
Northern Trust
3
Northern Trust
Illinois
$2.28M
4
AC
4
Apella Capital
Connecticut
$2.03M
5
SIC
5
Samalin Investment Counsel
New York
$1.37M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$93M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.76M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
UBS Group
4
UBS Group
Switzerland
$0
5
EWA
5
Elevate Wealth Advisory
Georgia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$459K +$41.6K +804 +10%
TFM
27
Trademark Financial Management
Minnesota
$404K +$404K +7,805 New
LAM
28
LifePro Asset Management
California
$384K +$72.5K +1,401 +23%
NA
29
NewEdge Advisors
Louisiana
$336K +$131K +2,529 +64%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$332K +$88.3K +1,705 +36%
LFA
31
Level Financial Advisors
New York
$310K +$84K +1,623 +37%
JC
32
Jentner Corp
Ohio
$275K – – –
PAG
33
Private Advisor Group
New Jersey
$271K +$271K +5,232 New
TWM
34
Tanager Wealth Management
United Kingdom
$270K +$270K +5,220 New
Pathstone Holdings
35
Pathstone Holdings
New Jersey
$251K +$1.14K +22 +0.5%
GWM
36
Grand Wealth Management
Michigan
$230K +$29.4K +567 +15%
OMC
37
Old Mission Capital
Illinois
$225K +$225K +4,338 New
EFP
38
EnRich Financial Partners
Wisconsin
$182K +$182K +3,507 New
JWA
39
JFS Wealth Advisors
Pennsylvania
$162K – – –
OCM
40
Orion Capital Management
California
$130K -$7.77K -150 -6%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$102K +$101K +1,952 +8,873%
CPA
42
Cardiff Park Advisors
California
$91.8K +$16.3K +314 +22%
ME
43
McIlrath & Eck
Washington
$71K – – –
GJIA
44
Glass Jacobson Investment Advisors
Maryland
$32.8K +$32.8K +633 New
EWP
45
Elevation Wealth Partners
California
$31.7K +$1.24K +24 +4%
SPIA
46
Steward Partners Investment Advisory
New York
$10.4K – – –
SFC
47
SYM Financial Corp
Indiana
$4.19K – – –
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
UBS Group
49
UBS Group
Switzerland
– -$60.6K -1,168 Closed
EWA
50
Elevate Wealth Advisory
Georgia
– -$18.2K -351 Closed
1
2
3