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.
275% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 4
104% more capital inflows, than outflows
Capital inflows: $14.2M | Capital outflows: $6.95M
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Abacus Wealth Partners
Santa Monica,
California
|
+$6.64M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$4.4M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$672K |
| 4 |
FirstPurpose Wealth
Orem,
Utah
|
+$623K |
| 5 |
LAM
LifePro Asset Management
San Diego,
California
|
+$314K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Corient Private Wealth
Miami,
Florida
|
-$5.54M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$795K |
| 3 |
Jane Street
New York
|
-$374K |
| 4 |
Wolff Wiese Magana
Carslbad,
California
|
-$192K |
| 5 |
Modera Wealth Management
Westwood,
New Jersey
|
-$28.1K |
DFSB Hedge Fund Activity: Q3 2023 in Review
33 of the 6,316 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.