Dimensional Global Sustainability Fixed Income ETF
DFSB
48 hedge funds and large institutions have $153M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.
400% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 5
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
12% more funds holding
Funds holding: 43 → 48 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less capital invested
Capital invested by funds: $167M → $153M (-$14.4M)
14.58% less ownership
Funds ownership: 70.7% → 56.12% (-15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$3.1M |
| 2 |
SEI Investments
Oaks,
Pennsylvania
|
+$2.51M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$2.27M |
| 4 |
AC
Apella Capital
West Hartford,
Connecticut
|
+$1.41M |
| 5 |
SIC
Samalin Investment Counsel
Chappaqua,
New York
|
+$938K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
-$27.9M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$387K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$131K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$60.6K |
| 5 |
EWA
Elevate Wealth Advisory
Athens,
Georgia
|
-$18.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AF
51
Advisornet Financial
Minnetonka,
Minnesota
| – | -$7.01K | -135 | Closed |
|
52
Fidelity Investments
Boston,
Massachusetts
| – | -$934 | -18 | Closed |
|
DFSB Hedge Fund Activity: Q1 2024 in Review
48 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q1 2024, worth a combined $153M — down 8.6% from $167M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new DFSB positions and 4 closed out — a net gain of 5 holders — while 25 added to existing stakes and 5 trimmed.
The largest buyer was Quantum Financial Advisors, adding an estimated $3.1M. The largest seller was Abacus Wealth Partners, cutting an estimated $27.9M.
- 48 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q1 2024, up from 43 in Q4 2023.
- Funds reported $153M of Dimensional Global Sustainability Fixed Income ETF stock for Q1 2024, down 8.6% quarter-over-quarter.
- 9 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q1 2024 and 4 closed out, a net change of +5 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q1 2024 was Quantum Financial Advisors, an estimated $3.1M added.
- The largest Dimensional Global Sustainability Fixed Income ETF seller in Q1 2024 was Abacus Wealth Partners, an estimated $27.9M sold.
Based on aggregated 13F filings for Q1 2024.