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Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

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.

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.86%
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
1
Quantum Financial Advisors
California
$17.9M
2
AWP
2
Abacus Wealth Partners
California
$94.9M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$2.88M
4
SEI Investments
4
SEI Investments
Pennsylvania
$5.16M
5
OIA
5
OneDigital Investment Advisors
Kansas
$2.08M

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
Northern Trust
2
Northern Trust
Illinois
$0
3
VCM
3
Virtue Capital Management
Tennessee
$0
4
Citadel Advisors
4
Citadel Advisors
Florida
$671K
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
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 +$418K +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 +$48.9K +956 +16%
NA
34
NewEdge Advisors
Louisiana
$334K +$2.3K +45 +0.7%
RCAG
35
Rehmann Capital Advisory Group
Michigan
$332K +$4.91K +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 +$2.1K +41 +0.8%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$224K +$224K +4,387 New
Betterment LLC
41
Betterment LLC
New York
$202K +$202K +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 +$256 +5 +0.2%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
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%
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