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Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

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.

Holders
85
Holders Change
+22
Holders Change %
+34.92%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
28
Increased
44
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SI
1
Seeds Investor
New York
$10.8M
2
AWP
2
Abacus Wealth Partners
California
$106M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.15M
4
QFA
4
Quantum Financial Advisors
California
$20.2M
5
SEI Investments
5
SEI Investments
Pennsylvania
$7.24M

Top Sellers

1
TFM
1
Trademark Financial Management
Minnesota
$0
2
JC
2
Jentner Corp
Ohio
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$0
4
EWA
4
EP Wealth Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$2.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCMI
26
Creative Capital Management Investments
California
$1.17M +$122K +2,396 +12%
TWM
27
Tanager Wealth Management
United Kingdom
$1.15M +$888K +17,433 +342%
RIM
28
RW Investment Management
Idaho
$955K +$5.65K +111 +0.6%
B
29
BetterWealth
California
$874K +$64.4K +1,264 +8%
CW
30
Curio Wealth
Maryland
$853K +$853K +16,753 New
DWM
31
Diversify Wealth Management
Utah
$847K +$28.8K +573 +4%
SA
32
Skyline Advisors
Washington
$816K +$816K +16,015 New
MWM
33
Modera Wealth Management
New Jersey
$790K +$48.1K +945 +6%
BWA
34
Babb Wealth Advisors
Arizona
$666K +$666K +13,074 New
CWP
35
Concord Wealth Partners
Virginia
$642K +$4.38K +86 +0.7%
SWA
36
Sax Wealth Advisors
New Jersey
$642K +$217K +4,251 +51%
DPW
37
DiNuzzo Private Wealth
Pennsylvania
$618K -$8.56K -168 -1%
NA
38
NewEdge Advisors
Louisiana
$599K +$265K +5,210 +79%
HighTower Advisors
39
HighTower Advisors
Illinois
$543K +$80.7K +1,585 +17%
W
40
WPWealth
Texas
$542K +$54.6K +1,072 +11%
HPFG
41
Hart & Patterson Financial Group
Massachusetts
$539K +$55.7K +1,093 +12%
PAG
42
Private Advisor Group
New Jersey
$522K -$11.2K -219 -2%
AFG
43
Altiora Financial Group
Ohio
$509K – – –
CFA
44
Cahill Financial Advisors
Minnesota
$506K -$28.6K -562 -5%
KAS
45
Kestra Advisory Services
Texas
$484K +$153K +3,008 +46%
RCAG
46
Rehmann Capital Advisory Group
Michigan
$479K +$51.5K +1,011 +12%
VBA
47
von Borstel & Associates
Oregon
$461K +$210K +4,128 +84%
WAN
48
Wealth Advisors Northwest
Oregon
$443K +$443K +8,688 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$439K +$74.5K +1,463 +20%
LFA
50
Level Financial Advisors
New York
$433K +$90.5K +1,776 +26%
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