Dimensional Global Sustainability Fixed Income ETF
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.
88.51% more ownership
Funds ownership: 0% → 88.51% (+89%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$32.5M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.2M |
| 3 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$8.36M |
| 4 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$1.02M |
| 5 |
WWM
Wolff Wiese Magana
Carslbad,
California
|
+$483K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWP
1
Abacus Wealth Partners
Santa Monica,
California
| $31.9M | +$32.5M | +636,273 | New |
|
|
2
Dimensional Fund Advisors
Austin,
Texas
| $10.1M | +$10.2M | +200,000 | New |
|
|
RA
3
RFG Advisory
Birmingham,
Alabama
| $8.53M | +$8.36M | +163,807 | New |
|
4
Corient Private Wealth
Miami,
Florida
| $4.89M | +$4.98M | +97,535 | New |
|
|
KF
5
Krilogy Financial
St. Louis,
Missouri
| $1M | +$1.02M | +19,998 | New |
|
|
WWM
6
Wolff Wiese Magana
Carslbad,
California
| $474K | +$483K | +9,455 | New |
|
|
PFO
7
Pathstone Family Office
Englewood,
New Jersey
| $458K | +$467K | +9,144 | New |
|
|
JC
8
Jentner Corp
Akron,
Ohio
| $316K | +$322K | +6,309 | New |
|
9
UBS Group
Zurich,
Switzerland
| $279K | +$284K | +5,564 | New |
|
|
BAM
10
Baldrige Asset Management
Allentown,
Pennsylvania
| $127K | +$129K | +2,535 | New |
|
|
DI
11
Disciplined Investments
Tulsa,
Oklahoma
| $3.36K | +$3.42K | +67 | New |
|
DFSB Hedge Fund Activity: Q4 2022 in Review
11 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q4 2022, worth a combined $58M.
Buyers outnumbered sellers: 11 funds opened new DFSB positions and 0 closed out — a net gain of 11 holders — while 0 added to existing stakes and 0 trimmed.
The largest buyer was Abacus Wealth Partners, opening a new position worth an estimated $32.5M.
- 11 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q4 2022, up from 0 in Q3 2022.
- Funds reported $58M of Dimensional Global Sustainability Fixed Income ETF stock for Q4 2022.
- 11 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q4 2022 and 0 closed out, a net change of +11 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q4 2022 was Abacus Wealth Partners, an estimated $32.5M added.
Based on aggregated 13F filings for Q4 2022.