Dimensional Global Sustainability Fixed Income ETF
DFSB
43 hedge funds and large institutions have $167M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.
367% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 3
260% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 5
111% more capital invested
Capital invested by funds: $78.9M → $167M (+$88M)
30% more funds holding
Funds holding: 33 → 43 (+10)
14.15% more ownership
Funds ownership: 56.55% → 70.7% (+14%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$77M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$3.69M |
| 3 |
QFA
Quantum Financial Advisors
El Segundo,
California
|
+$3.59M |
| 4 |
RIM
RW Investment Management
Eagle,
Idaho
|
+$715K |
| 5 |
CWP
Concord Wealth Partners
Abingdon,
Virginia
|
+$582K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$3.45M |
| 2 |
Jane Street
New York
|
-$3.18M |
| 3 |
TWM
Tanager Wealth Management
Goring On Thames,
United Kingdom
|
-$308K |
| 4 |
WWM
Wolff Wiese Magana
Carslbad,
California
|
-$283K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$249K |
DFSB Hedge Fund Activity: Q4 2023 in Review
43 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q4 2023, worth a combined $167M — up 111% from $78.9M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new DFSB positions and 3 closed out — a net gain of 11 holders — while 18 added to existing stakes and 5 trimmed.
The largest buyer was Abacus Wealth Partners, adding an estimated $77M. The largest seller was Citadel Advisors, cutting an estimated $3.45M.
- 43 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q4 2023, up from 33 in Q3 2023.
- Funds reported $167M of Dimensional Global Sustainability Fixed Income ETF stock for Q4 2023, up 111% quarter-over-quarter.
- 14 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q4 2023 and 3 closed out, a net change of +11 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q4 2023 was Abacus Wealth Partners, an estimated $77M added.
- The largest Dimensional Global Sustainability Fixed Income ETF seller in Q4 2023 was Citadel Advisors, an estimated $3.45M sold.
Based on aggregated 13F filings for Q4 2023.