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Dimensional Global Sustainability Fixed Income ETF
DFSB

59 hedge funds and large institutions have $164M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more funds holding

Funds holding: 48 → 59 (+11)

7% more capital invested

Capital invested by funds: $153M → $164M (+$11.3M)

3.66% less ownership

Funds ownership: 56.12% → 52.46% (-3.7%)

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
26
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QFA
Quantum Financial Advisors
California
+$9.18M
2
AWP
Abacus Wealth Partners
California
+$3.16M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.88M
4
SEI Investments
SEI Investments
Pennsylvania
+$2.66M
5
OIA
OneDigital Investment Advisors
Kansas
+$2.08M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.4M
2
Northern Trust
Northern Trust
Illinois
-$2.28M
3
VCM
Virtue Capital Management
Tennessee
-$461K
4
Citadel Advisors
Citadel Advisors
Florida
-$405K
5
OMC
Old Mission Capital
Illinois
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$480K +$213K +4,163 +80%
KAS
27
Kestra Advisory Services
Texas
$467K +$1.28K +25 +0.3%
HighTower Advisors
28
HighTower Advisors
Illinois
$465K – – –
SWA
29
Sax Wealth Advisors
New Jersey
$427K +$427K +8,353 New
WWS
30
Wellington Wealth Strategies
Indiana
$418K +$163K +3,198 New
TFM
31
Trademark Financial Management
Minnesota
$392K -$6.64K -130 -2%
LAM
32
LifePro Asset Management
California
$379K – – –
LFA
33
Level Financial Advisors
New York
$355K +$48.8K +956 +16%
NA
34
NewEdge Advisors
Louisiana
$334K +$2.3K +45 +0.7%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$332K +$4.9K +96 +1%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$291K +$291K +5,703 New
TWM
37
Tanager Wealth Management
United Kingdom
$275K +$8.53K +167 +3%
JC
38
Jentner Corp
Ohio
$272K – – –
Pathstone Holdings
39
Pathstone Holdings
New Jersey
$250K +$2.09K +41 +0.8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$224K +$224K +4,387 New
Betterment LLC
41
Betterment LLC
New York
$202K +$201K +3,944 New
GWM
42
Grand Wealth Management
Michigan
$201K -$26K -508 -11%
EFP
43
EnRich Financial Partners
Wisconsin
$182K +$2.86K +56 +2%
JWA
44
JFS Wealth Advisors
Pennsylvania
$160K – – –
LC
45
Lindbrook Capital
California
$140K +$140K +2,734 New
OCM
46
Orion Capital Management
California
$129K +$255 +5 +0.2%
JP Morgan Chase
47
JP Morgan Chase
New York
$99.1K -$1.79K -35 -2%
CPA
48
Cardiff Park Advisors
California
$91.3K +$766 +15 +0.8%
EWA
49
Elevate Wealth Advisory
Georgia
$67.1K +$67.1K +1,314 New
ME
50
McIlrath & Eck
Washington
$48.3K -$21.8K -426 -31%
1
2
3

DFSB Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q2 2024, worth a combined $164M — up 7.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFSB positions and 4 closed out — a net gain of 12 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Quantum Financial Advisors, adding an estimated $9.18M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $10.4M sold.

  • 59 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q2 2024, up from 48 in Q1 2024.
  • Funds reported $164M of Dimensional Global Sustainability Fixed Income ETF stock for Q2 2024, up 7.4% quarter-over-quarter.
  • 16 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q2 2024 and 4 closed out, a net change of +12 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q2 2024 was Quantum Financial Advisors, an estimated $9.18M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q2 2024 was Dimensional Fund Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.