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Dimensional Global Sustainability Fixed Income ETF
DFSB

29 hedge funds and large institutions have $63.4M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,000% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 1

150% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 4

45% more funds holding

Funds holding: 20 → 29 (+9)

0.72% more ownership

Funds ownership: 58.04% → 58.76% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less capital invested

Capital invested by funds: $68.3M → $63.4M (-$4.87M)

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
11
Increased
10
Reduced
4
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.3M
2
AWP
Abacus Wealth Partners
California
+$1.61M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.07M
4
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$791K
5
MWM
Modera Wealth Management
New Jersey
+$481K

Top Sellers

1
Jane Street
Jane Street
New York
-$8.81M
2
Citadel Advisors
Citadel Advisors
Florida
-$899K
3
KF
Krilogy Financial
Missouri
-$358K
4
JP Morgan Chase
JP Morgan Chase
New York
-$34.8K
5
QFA
Quantum Financial Advisors
California
-$31.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1
Abacus Wealth Partners
California
$34.5M +$1.61M +31,327 +5%
RA
2
RFG Advisory
Alabama
$9.55M +$390K +7,563 +4%
Corient Private Wealth
3
Corient Private Wealth
Florida
$5.54M +$319K +6,183 +6%
Jane Street
4
Jane Street
New York
$3.64M -$8.81M -171,044 -71%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.06M +$1.07M +20,754 +106%
QFA
6
Quantum Financial Advisors
California
$1.89M -$31.9K -620 -2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$795K +$791K +15,348 New
B
8
BetterWealth
California
$750K +$26.7K +518 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$718K – – –
CCMI
10
Creative Capital Management Investments
California
$659K – – –
WWM
11
Wolff Wiese Magana
California
$483K – – –
MWM
12
Modera Wealth Management
New Jersey
$477K +$481K +9,327 New
FPAS
13
Focus Partners Advisor Solutions
Missouri
$299K +$302K +5,855 New
Citadel Advisors
14
Citadel Advisors
Florida
$293K -$899K -17,447 -75%
KAS
15
Kestra Advisory Services
Texas
$274K +$5.46K +106 +2%
JC
16
Jentner Corp
Ohio
$272K – – –
TWM
17
Tanager Wealth Management
United Kingdom
$247K +$249K +4,835 New
PFO
18
Pathstone Family Office
New Jersey
$237K +$2.21K +43 +0.9%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$228K +$229K +4,450 New
GWM
20
Grand Wealth Management
Michigan
$147K +$34.8K +676 +31%
JWA
21
JFS Wealth Advisors
Pennsylvania
$93.2K +$93.9K +1,822 New
JP Morgan Chase
22
JP Morgan Chase
New York
$81.5K -$34.8K -675 -30%
CPA
23
Cardiff Park Advisors
California
$71.6K +$618 +12 +0.9%
ME
24
McIlrath & Eck
Washington
$68.4K +$68.9K +1,338 New
LFA
25
Level Financial Advisors
New York
$58.8K +$59.2K +1,150 New
1
2

DFSB Hedge Fund Activity: Q2 2023 in Review

29 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q2 2023, worth a combined $63.4M — down 7.1% from $68.3M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new DFSB positions and 1 closed out — a net gain of 10 holders — while 10 added to existing stakes and 4 trimmed.

The largest buyer was Dimensional Fund Advisors, opening a new position worth an estimated $10.3M. The largest seller was Jane Street, cutting an estimated $8.81M.

  • 29 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q2 2023, up from 20 in Q1 2023.
  • Funds reported $63.4M of Dimensional Global Sustainability Fixed Income ETF stock for Q2 2023, down 7.1% quarter-over-quarter.
  • 11 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q2 2023 and 1 closed out, a net change of +10 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q2 2023 was Dimensional Fund Advisors, an estimated $10.3M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q2 2023 was Jane Street, an estimated $8.81M sold.

Based on aggregated 13F filings for Q2 2023.