We are live on ! Find out more
DFSB icon

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
85
Holders Change
+22
Holders Change %
+34.92%
% of All Funds
1.12%
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

Rank Fund Capital Flow
1
SI
Seeds Investor
New York
+$11.1M
2
AWP
Abacus Wealth Partners
California
+$7.69M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.22M
4
QFA
Quantum Financial Advisors
California
+$2.15M
5
SEI Investments
SEI Investments
Pennsylvania
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
TFM
Trademark Financial Management
Minnesota
-$440K
2
JC
Jentner Corp
Ohio
-$283K
3
Osaic Holdings
Osaic Holdings
Arizona
-$255K
4
EWA
EP Wealth Advisors
California
-$161K
5
Jane Street
Jane Street
New York
-$146K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
51
Delap Wealth Advisory
Oregon
$420K +$429K +8,239 New
VF
52
Vestment Financial
Minnesota
$384K +$396K +7,593 New
CCC
53
Compass Capital Corp
Massachusetts
$323K +$330K +6,335 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$293K +$72.8K +1,396 +32%
Pathstone Holdings
55
Pathstone Holdings
New Jersey
$257K +$6.36K +122 +2%
FFG
56
Fiduciary Financial Group
California
$255K +$886 +17 +0.3%
FFM
57
Flagstone Financial Management
Nebraska
$253K +$258K +4,959 New
SC
58
Savant Capital
Illinois
$239K +$245K +4,693 New
AWM
59
Ariadne Wealth Management
California
$238K +$242K +4,646 New
SA
60
Stewardship Advisors
Pennsylvania
$234K +$239K +4,592 New
GWM
61
Grand Wealth Management
Michigan
$226K +$25K +479 +12%
EFP
62
EnRich Financial Partners
Wisconsin
$208K +$11K +212 +5%
SFC
63
Sprinkle Financial Consultants
Colorado
$201K +$5K +96 +2%
JWA
64
JFS Wealth Advisors
Pennsylvania
$157K -$2.29K -44 -1%
FFA
65
Farther Finance Advisors
California
$140K +$44K +845 +44%
OCM
66
Orion Capital Management
California
$138K +$141K +2,703 New
PWM
67
Parkworth Wealth Management
California
$127K +$130K +2,501 New
JP Morgan Chase
68
JP Morgan Chase
New York
$99.7K -$573 -11 -0.6%
CPA
69
Cardiff Park Advisors
California
$93.8K +$2.29K +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 +$990 +19 +2%
GJIA
73
Glass Jacobson Investment Advisors
Maryland
$33.5K +$834 +16 +2%
RWM
74
Ruedi Wealth Management
Illinois
$28.6K – – –
IA
75
IFP Advisors
Florida
$25K +$5.99K +115 +31%
1 2
3
4

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.