Dimensional Global Sustainability Fixed Income ETF
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.
450% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 2
82% more funds holding
Funds holding: 11 → 20 (+9)
67% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 3
18% more capital invested
Capital invested by funds: $58M → $68.3M (+$10.2M)
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$12.4M |
| 2 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$1.93M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.19M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1M |
| 5 |
RA
RFG Advisory
Birmingham,
Alabama
|
+$790K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$10.1M |
| 2 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$672K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$279K |
| 4 |
PFO
Pathstone Family Office
Englewood,
New Jersey
|
-$234K |
| 5 |
JC
Jentner Corp
Akron,
Ohio
|
-$50.9K |
DFSB Hedge Fund Activity: Q1 2023 in Review
20 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q1 2023, worth a combined $68.3M — up 18% from $58M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new DFSB positions and 2 closed out — a net gain of 9 holders — while 5 added to existing stakes and 3 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $12.4M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $10.1M sold.
- 20 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q1 2023, up from 11 in Q4 2022.
- Funds reported $68.3M of Dimensional Global Sustainability Fixed Income ETF stock for Q1 2023, up 18% quarter-over-quarter.
- 11 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q1 2023 and 2 closed out, a net change of +9 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q1 2023 was Jane Street, an estimated $12.4M added.
- The largest Dimensional Global Sustainability Fixed Income ETF seller in Q1 2023 was Dimensional Fund Advisors, an estimated $10.1M sold.
Based on aggregated 13F filings for Q1 2023.