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Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

48 hedge funds and large institutions have $153M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
25
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QFA
1
Quantum Financial Advisors
California
$8.85M
2
SEI Investments
2
SEI Investments
Pennsylvania
$2.53M
3
Northern Trust
3
Northern Trust
Illinois
$2.28M
4
AC
4
Apella Capital
Connecticut
$2.03M
5
SIC
5
Samalin Investment Counsel
New York
$1.37M

Top Sellers

1
AWP
1
Abacus Wealth Partners
California
$93M
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$2.76M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.09M
4
UBS Group
4
UBS Group
Switzerland
$0
5
EWA
5
Elevate Wealth Advisory
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$93M 1,795,323 -542,126 -23%
RA
2
RFG Advisory
Alabama
$10.5M 203,688 +7,592 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.4M 200,000 – –
QFA
4
Quantum Financial Advisors
California
$8.85M 170,928 +60,254 +54%
Corient Private Wealth
5
Corient Private Wealth
Florida
$4.08M 78,840 +5,395 +7%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.76M 53,258 -7,529 -12%
SEI Investments
7
SEI Investments
Pennsylvania
$2.53M 48,812 +48,812 New
Northern Trust
8
Northern Trust
Illinois
$2.28M 44,054 +44,054 New
AC
9
Apella Capital
Connecticut
$2.03M 39,585 +27,327 +223%
SIC
10
Samalin Investment Counsel
New York
$1.37M 26,510 +18,232 +220%
Citadel Advisors
11
Citadel Advisors
Florida
$1.09M 21,062 -2,547 -11%
RIM
12
RW Investment Management
Idaho
$1.04M 20,056 +5,814 +41%
B
13
BetterWealth
California
$828K 15,993 +831 +5%
FW
14
FirstPurpose Wealth
Utah
$825K 16,093 +3,581 +29%
MWM
15
Modera Wealth Management
New Jersey
$795K 15,358 -85 -0.6%
DPW
16
DiNuzzo Private Wealth
Pennsylvania
$760K 14,676 +278 +2%
CCMI
17
Creative Capital Management Investments
California
$667K 12,889 – –
CWP
18
Concord Wealth Partners
Virginia
$646K 12,475 +890 +8%
RIP
19
RAM Investment Partners
Washington
$627K 12,110 +2,633 +28%
CFA
20
Cahill Financial Advisors
Minnesota
$541K 10,444 +3,336 +47%
HPFG
21
Hart & Patterson Financial Group
Massachusetts
$501K 9,675 +4,384 +83%
KAS
22
Kestra Advisory Services
Texas
$472K 9,117 +3,229 +55%
HighTower Advisors
23
HighTower Advisors
Illinois
$471K 9,082 – –
FPAS
24
Focus Partners Advisor Solutions
Missouri
$470K 9,072 +213 +2%
VCM
25
Virtue Capital Management
Tennessee
$461K 9,012 +9,012 New
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