Dimensional Global Sustainability Fixed Income ETF
DFSB
DFSB
11 hedge funds and large institutions have $58M invested in Dimensional Global Sustainability Fixed Income ETF in 2022 Q4 according to their latest regulatory filings, with 11 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
11
Holders Change
+11
Holders Change %
–
% of All Funds
0.18%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
No sellers this quarter
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
AWP
1
Abacus Wealth Partners
Santa Monica,
California
| $31.9M | +$31.9M | +636,273 | New |
|
2
Dimensional Fund Advisors
Austin,
Texas
| $10.1M | +$10.1M | +200,000 | New |
|
|
RA
3
RFG Advisory
Birmingham,
Alabama
| $8.53M | +$8.53M | +163,807 | New |
|
4
Corient Private Wealth
Miami,
Florida
| $4.89M | +$4.89M | +97,535 | New |
|
|
KF
5
Krilogy Financial
St. Louis,
Missouri
| $1M | +$1M | +19,998 | New |
|
|
WWM
6
Wolff Wiese Magana
Carslbad,
California
| $474K | +$474K | +9,455 | New |
|
|
PFO
7
Pathstone Family Office
Englewood,
New Jersey
| $458K | +$458K | +9,144 | New |
|
|
JC
8
Jentner Corp
Akron,
Ohio
| $316K | +$316K | +6,309 | New |
|
9
UBS Group
Zurich,
Switzerland
| $279K | +$279K | +5,564 | New |
|
|
BAM
10
Baldrige Asset Management
Allentown,
Pennsylvania
| $127K | +$127K | +2,535 | New |
|
|
DI
11
Disciplined Investments
Tulsa,
Oklahoma
| $3.36K | +$3.36K | +67 | New |
|