Dimensional Global Sustainability Fixed Income ETF
DFSB
85 hedge funds and large institutions have $251M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 7 reducing their positions, and 5 closing their positions.
529% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 7
460% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 5
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
37% more capital invested
Capital invested by funds: $184M → $251M (+$67.6M)
35% more funds holding
Funds holding: 63 → 85 (+22)
8.55% more ownership
Funds ownership: 52.33% → 60.88% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Seeds Investor
New York
|
+$11.1M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$7.69M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$3.22M |
| 4 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$2.15M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TFM
Trademark Financial Management
Bloomington,
Minnesota
|
-$440K |
| 2 |
JC
Jentner Corp
Akron,
Ohio
|
-$283K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$255K |
| 4 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$161K |
| 5 |
Jane Street
New York
|
-$146K |
DFSB Hedge Fund Activity: Q4 2024 in Review
85 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q4 2024, worth a combined $251M — up 37% from $184M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new DFSB positions and 5 closed out — a net gain of 23 holders — while 44 added to existing stakes and 7 trimmed.
The largest buyer was Seeds Investor, opening a new position worth an estimated $11.1M. The largest seller was Trademark Financial Management, exiting entirely with an estimated $440K sold.
- 85 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q4 2024, up from 63 in Q3 2024.
- Funds reported $251M of Dimensional Global Sustainability Fixed Income ETF stock for Q4 2024, up 37% quarter-over-quarter.
- 28 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q4 2024 and 5 closed out, a net change of +23 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q4 2024 was Seeds Investor, an estimated $11.1M added.
- The largest Dimensional Global Sustainability Fixed Income ETF seller in Q4 2024 was Trademark Financial Management, an estimated $440K sold.
Based on aggregated 13F filings for Q4 2024.