Dimensional Global Sustainability Fixed Income ETF
DFSB
DFSB
20 hedge funds and large institutions have $68.3M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
30.47% less ownership
Funds ownership: 88.51% → 58.04% (-30%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
20
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$12.6M | |
| 2 | +$1.95M | |
| 3 | +$1.2M | |
| 4 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$798K |
| 5 |
B
BetterWealth
San Jose,
California
|
+$734K |
Top Sellers
| 1 | -$10.1M | |
| 2 | -$679K | |
| 3 | -$279K | |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$236K |
| 5 |
JC
Jentner Corp
Akron,
Ohio
|
-$51.4K |