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Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

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.

Holders
20
Holders Change
+9
Holders Change %
+81.82%
% of All Funds
0.32%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
5
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Jane Street
1
Jane Street
New York
$12.6M
2
QFA
2
Quantum Financial Advisors
California
$1.95M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.2M
4
RA
4
RFG Advisory
Alabama
$9.29M
5
B
5
BetterWealth
California
$734K

Top Sellers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$0
2
KF
2
Krilogy Financial
Missouri
$358K
3
UBS Group
3
UBS Group
Switzerland
$0
4
PFO
4
Pathstone Family Office
New Jersey
$238K
5
JC
5
Jentner Corp
Ohio
$276K
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$33.4M 642,379 +6,106 +1%
Jane Street
2
Jane Street
New York
$12.6M 242,206 +242,206 New
RA
3
RFG Advisory
Alabama
$9.29M 179,187 +15,380 +9%
Corient Private Wealth
4
Corient Private Wealth
Florida
$5.3M 102,178 +4,643 +5%
QFA
5
Quantum Financial Advisors
California
$1.95M 37,510 +37,510 New
Citadel Advisors
6
Citadel Advisors
Florida
$1.2M 23,171 +23,171 New
B
7
BetterWealth
California
$734K 14,151 +14,151 New
HighTower Advisors
8
HighTower Advisors
Illinois
$728K 14,034 +14,034 New
CCMI
9
Creative Capital Management Investments
California
$668K 12,889 +12,889 New
BAM
10
Baldrige Asset Management
Pennsylvania
$528K 10,192 +7,657 +302%
WWM
11
Wolff Wiese Magana
California
$490K 9,455 – –
KF
12
Krilogy Financial
Missouri
$358K 6,904 -13,094 -65%
JC
13
Jentner Corp
Ohio
$276K 5,317 -992 -16%
KAS
14
Kestra Advisory Services
Texas
$272K 5,244 +5,244 New
PFO
15
Pathstone Family Office
New Jersey
$238K 4,590 -4,554 -50%
JPMorgan Chase & Co
16
JPMorgan Chase & Co
New York
$118K 2,269 +2,269 New
GWM
17
Grand Wealth Management
Michigan
$114K 2,199 +2,199 New
CPA
18
Cardiff Park Advisors
California
$71.9K 1,387 +1,387 New
DI
19
Disciplined Investments
Oklahoma
$12.3K 237 +170 +254%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$1.01K 19,504 +19,504 New
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
– – -200,000 Closed
UBS Group
22
UBS Group
Switzerland
– – -5,564 Closed
CFGS
23
Concourse Financial Group Securities
Alabama
– – – –