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Dimensional Global Sustainability Fixed Income ETF
DFSB

33 hedge funds and large institutions have $78.9M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

24% more capital invested

Capital invested by funds: $63.4M → $78.9M (+$15.5M)

14% more funds holding

Funds holding: 29 → 33 (+4)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.21% less ownership

Funds ownership: 58.76% → 56.55% (-2.2%)

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
Abacus Wealth Partners
California
+$6.64M
2
Citadel Advisors
Citadel Advisors
Florida
+$4.4M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$672K
4
FW
FirstPurpose Wealth
Utah
+$623K
5
LAM
LifePro Asset Management
California
+$314K

Top Sellers

1
Corient Private Wealth
Corient Private Wealth
Florida
-$5.54M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$795K
3
Jane Street
Jane Street
New York
-$374K
4
WWM
Wolff Wiese Magana
California
-$192K
5
MWM
Modera Wealth Management
New Jersey
-$28.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1
Abacus Wealth Partners
California
$40.1M +$6.64M +130,636 +19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.97M – – –
RA
3
RFG Advisory
Alabama
$9.58M +$280K +5,500 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$4.6M +$4.4M +86,557 +1,512%
Jane Street
5
Jane Street
New York
$3.18M -$374K -7,352 -10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.67M +$672K +13,229 +33%
QFA
7
Quantum Financial Advisors
California
$1.95M +$116K +2,290 +6%
B
8
BetterWealth
California
$727K -$4.57K -90 -0.6%
HighTower Advisors
9
HighTower Advisors
Illinois
$700K – – –
CCMI
10
Creative Capital Management Investments
California
$643K – – –
FW
11
FirstPurpose Wealth
Utah
$611K +$623K +12,262 New
MWM
12
Modera Wealth Management
New Jersey
$437K -$28.1K -552 -6%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$405K +$115K +2,260 +39%
LAM
14
LifePro Asset Management
California
$308K +$314K +6,187 New
TWM
15
Tanager Wealth Management
United Kingdom
$308K +$68.2K +1,341 +28%
KAS
16
Kestra Advisory Services
Texas
$293K +$27.1K +534 +10%
WWM
17
Wolff Wiese Magana
California
$283K -$192K -3,780 -40%
JC
18
Jentner Corp
Ohio
$265K – – –
CFA
19
Cahill Financial Advisors
Minnesota
$256K +$261K +5,136 New
PFO
20
Pathstone Family Office
New Jersey
$232K +$1.22K +24 +0.5%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$229K +$7.72K +152 +3%
AC
22
Apella Capital
Connecticut
$211K +$215K +4,230 New
LFA
23
Level Financial Advisors
New York
$199K +$144K +2,837 +247%
JWA
24
JFS Wealth Advisors
Pennsylvania
$165K +$75.8K +1,491 +82%
JP Morgan Chase
25
JP Morgan Chase
New York
$151K +$72.9K +1,435 +90%
1
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DFSB Hedge Fund Activity: Q3 2023 in Review

33 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q3 2023, worth a combined $78.9M — up 24% from $63.4M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new DFSB positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 4 trimmed.

The largest buyer was Abacus Wealth Partners, adding an estimated $6.64M. The largest seller was Corient Private Wealth, exiting entirely with an estimated $5.54M sold.

  • 33 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q3 2023, up from 29 in Q2 2023.
  • Funds reported $78.9M of Dimensional Global Sustainability Fixed Income ETF stock for Q3 2023, up 24% quarter-over-quarter.
  • 8 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q3 2023 and 4 closed out, a net change of +4 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q3 2023 was Abacus Wealth Partners, an estimated $6.64M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q3 2023 was Corient Private Wealth, an estimated $5.54M sold.

Based on aggregated 13F filings for Q3 2023.