Dimensional Global Sustainability Fixed Income ETF
DFSB
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.
300% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 4
189% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 9
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
23% more funds holding
Funds holding: 48 → 59 (+11)
7% more capital invested
Capital invested by funds: $153M → $164M (+$11.3M)
3.66% less ownership
Funds ownership: 56.12% → 52.46% (-3.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$9.18M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$3.16M |
| 3 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$2.88M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$2.66M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
+$2.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.4M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$2.28M |
| 3 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$461K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$405K |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$225K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EWP
51
Elevation Wealth Partners
Santa Rosa,
California
| $39.1K | +$7.87K | +154 | +25% |
|
|
GJIA
52
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| $32.6K | +$255 | +5 | +0.8% |
|
|
BAM
53
Belpointe Asset Management
Reno,
Nevada
| $15.8K | +$15.8K | +309 | New |
|
54
UBS Group
Zurich,
Switzerland
| $12.7K | +$12.7K | +249 | New |
|
|
SPIA
55
Steward Partners Investment Advisory
New York
| $10.2K | – | – | – |
|
|
SFC
56
SYM Financial Corp
Winona Lake,
Indiana
| $4.14K | – | – | – |
|
|
AF
57
Allworth Financial
Folsom,
California
| $3.07K | +$3.06K | +60 | New |
|
58
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
59
Fidelity Investments
Boston,
Massachusetts
| $51 | +$51 | +1 | New |
|
|
60
Dimensional Fund Advisors
Austin,
Texas
| – | -$10.4M | -200,000 | Closed |
|
|
61
Northern Trust
Chicago,
Illinois
| – | -$2.28M | -44,054 | Closed |
|
|
VCM
62
Virtue Capital Management
Brentwood,
Tennessee
| – | -$461K | -9,012 | Closed |
|
|
OMC
63
Old Mission Capital
Chicago,
Illinois
| – | -$225K | -4,338 | Closed |
|
DFSB Hedge Fund Activity: Q2 2024 in Review
59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q2 2024, worth a combined $164M — up 7.4% from $153M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new DFSB positions and 4 closed out — a net gain of 12 holders — while 26 added to existing stakes and 9 trimmed.
The largest buyer was Quantum Financial Advisors, adding an estimated $9.18M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $10.4M sold.
- 59 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q2 2024, up from 48 in Q1 2024.
- Funds reported $164M of Dimensional Global Sustainability Fixed Income ETF stock for Q2 2024, up 7.4% quarter-over-quarter.
- 16 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q2 2024 and 4 closed out, a net change of +12 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q2 2024 was Quantum Financial Advisors, an estimated $9.18M added.
- The largest Dimensional Global Sustainability Fixed Income ETF seller in Q2 2024 was Dimensional Fund Advisors, an estimated $10.4M sold.
Based on aggregated 13F filings for Q2 2024.