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Dimensional Global Sustainability Fixed Income ETF
DFSB

63 hedge funds and large institutions have $184M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 12

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

12% more capital invested

Capital invested by funds: $164M → $184M (+$19.8M)

7% more funds holding

Funds holding: 59 → 63 (+4)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.13% less ownership

Funds ownership: 52.46% → 52.33% (-0.13%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
32
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AWP
Abacus Wealth Partners
California
+$3.9M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.57M
3
Jane Street
Jane Street
New York
+$1.52M
4
SEI Investments
SEI Investments
Pennsylvania
+$989K
5
RIP
RAM Investment Partners
Washington
+$807K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$671K
2
WWS
Wellington Wealth Strategies
Indiana
-$418K
3
LC
Lindbrook Capital
California
-$140K
4
KAS
Kestra Advisory Services
Texas
-$139K
5
OCM
Orion Capital Management
California
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
26
Altiora Financial Group
Ohio
$532K – – –
W
27
WPWealth
Texas
$508K +$500K +9,559 New
HPFG
28
Hart & Patterson Financial Group
Massachusetts
$504K -$6.64K -127 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$482K -$837 -16 -0.2%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$447K +$99.3K +1,899 +29%
SWA
31
Sax Wealth Advisors
New Jersey
$444K – – –
TFM
32
Trademark Financial Management
Minnesota
$440K +$31K +592 +8%
LAM
33
LifePro Asset Management
California
$394K – – –
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$381K +$76.1K +1,456 +26%
LFA
35
Level Financial Advisors
New York
$358K -$11.4K -218 -3%
NA
36
NewEdge Advisors
Louisiana
$349K +$732 +14 +0.2%
KAS
37
Kestra Advisory Services
Texas
$345K -$139K -2,655 -29%
JC
38
Jentner Corp
Ohio
$283K – – –
TWM
39
Tanager Wealth Management
United Kingdom
$271K -$14.9K -284 -5%
FFG
40
Fiduciary Financial Group
California
$267K +$264K +5,058 New
VBA
41
von Borstel & Associates
Oregon
$262K +$258K +4,928 New
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$261K +$1.46K +28 +0.6%
Osaic Holdings
43
Osaic Holdings
Arizona
$255K +$251K +4,805 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$232K -$1.41K -27 -0.6%
GWM
45
Grand Wealth Management
Michigan
$210K +$837 +16 +0.4%
EFP
46
EnRich Financial Partners
Wisconsin
$206K +$16.1K +307 +9%
SFC
47
Sprinkle Financial Consultants
Colorado
$205K +$202K +3,858 New
JWA
48
JFS Wealth Advisors
Pennsylvania
$166K – – –
EWA
49
EP Wealth Advisors
California
$161K +$158K +3,020 New
JP Morgan Chase
50
JP Morgan Chase
New York
$105K +$1.52K +29 +1%
1
2
3

DFSB Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q3 2024, worth a combined $184M — up 12% from $164M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DFSB positions and 6 closed out — a net gain of 4 holders — while 32 added to existing stakes and 12 trimmed.

The largest buyer was Abacus Wealth Partners, adding an estimated $3.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $671K sold.

  • 63 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q3 2024, up from 59 in Q2 2024.
  • Funds reported $184M of Dimensional Global Sustainability Fixed Income ETF stock for Q3 2024, up 12% quarter-over-quarter.
  • 10 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q3 2024 and 6 closed out, a net change of +4 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q3 2024 was Abacus Wealth Partners, an estimated $3.9M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q3 2024 was Citadel Advisors, an estimated $671K sold.

Based on aggregated 13F filings for Q3 2024.