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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 %
DWA
51
Delap Wealth Advisory
Oregon
$420K +$420K +8,239 New
VF
52
Vestment Financial
Minnesota
$384K +$384K +7,593 New
CCC
53
Compass Capital Corp
Massachusetts
$323K +$323K +6,335 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$293K +$71.1K +1,396 +32%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$257K +$6.21K +122 +2%
FFG
56
Fiduciary Financial Group
California
$255K +$856 +17 +0.3%
FFM
57
Flagstone Financial Management
Nebraska
$253K +$253K +4,959 New
SC
58
Savant Capital
Illinois
$239K +$239K +4,693 New
AWM
59
Ariadne Wealth Management
California
$238K +$238K +4,646 New
SA
60
Stewardship Advisors
Pennsylvania
$234K +$234K +4,592 New
GWM
61
Grand Wealth Management
Michigan
$226K +$24.4K +479 +12%
EFP
62
EnRich Financial Partners
Wisconsin
$208K +$10.8K +212 +5%
SFC
63
Sprinkle Financial Consultants
Colorado
$201K +$4.89K +96 +2%
JWA
64
JFS Wealth Advisors
Pennsylvania
$157K -$2.24K -44 -1%
FFA
65
Farther Finance Advisors
California
$140K +$43K +845 +44%
OCM
66
Orion Capital Management
California
$138K +$138K +2,703 New
PWM
67
Parkworth Wealth Management
California
$127K +$127K +2,501 New
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$99.7K -$560 -11 -0.6%
CPA
69
Cardiff Park Advisors
California
$93.8K +$2.24K +44 +2%
ME
70
McIlrath & Eck
Washington
$48.2K – – –
EWA
71
Elevate Wealth Advisory
Georgia
$46.2K – – –
EWP
72
Elevation Wealth Partners
California
$40.2K +$968 +19 +2%
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$33.5K +$815 +16 +2%
RWM
74
Ruedi Wealth Management
Illinois
$28.6K – – –
IA
75
IFP Advisors
Florida
$25K +$5.86K +115 +31%
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