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Dimensional Global Sustainability Fixed Income ETF
DFSB

59 hedge funds and large institutions have $164M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

189% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 9

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

23% more funds holding

Funds holding: 48 → 59 (+11)

7% more capital invested

Capital invested by funds: $153M → $164M (+$11.3M)

3.66% less ownership

Funds ownership: 56.12% → 52.46% (-3.7%)

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
26
Reduced
9
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
QFA
Quantum Financial Advisors
California
+$9.18M
2
AWP
Abacus Wealth Partners
California
+$3.16M
3
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
+$2.88M
4
SEI Investments
SEI Investments
Pennsylvania
+$2.66M
5
OIA
OneDigital Investment Advisors
Kansas
+$2.08M

Top Sellers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$10.4M
2
Northern Trust
Northern Trust
Illinois
-$2.28M
3
VCM
Virtue Capital Management
Tennessee
-$461K
4
Citadel Advisors
Citadel Advisors
Florida
-$405K
5
OMC
Old Mission Capital
Illinois
-$225K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1
Abacus Wealth Partners
California
$94.9M +$3.16M +61,860 +3%
QFA
2
Quantum Financial Advisors
California
$17.9M +$9.18M +179,798 +105%
RA
3
RFG Advisory
Alabama
$11M +$633K +12,387 +6%
SEI Investments
4
SEI Investments
Pennsylvania
$5.16M +$2.66M +52,135 +107%
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.12M +$1.09M +21,429 +27%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.88M +$2.88M +56,338 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.85M +$124K +2,437 +5%
AC
8
Apella Capital
Connecticut
$2.64M +$606K +11,860 +30%
OIA
9
OneDigital Investment Advisors
Kansas
$2.08M +$2.08M +40,691 New
SIC
10
Samalin Investment Counsel
New York
$1.49M +$132K +2,577 +10%
LPL Financial
11
LPL Financial
California
$1.11M +$658K +12,882 +145%
RIM
12
RW Investment Management
Idaho
$969K -$56K -1,096 -5%
RIP
13
RAM Investment Partners
Washington
$967K +$348K +6,814 +56%
DWM
14
Diversify Wealth Management
Utah
$855K +$834K +16,332 New
B
15
BetterWealth
California
$837K +$19.5K +382 +2%
Jane Street
16
Jane Street
New York
$829K +$828K +16,218 New
MWM
17
Modera Wealth Management
New Jersey
$742K -$43.1K -843 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$671K -$405K -7,937 -38%
CCMI
19
Creative Capital Management Investments
California
$659K – – –
CWP
20
Concord Wealth Partners
Virginia
$639K +$1.43K +28 +0.2%
DPW
21
DiNuzzo Private Wealth
Pennsylvania
$624K -$125K -2,456 -17%
CFA
22
Cahill Financial Advisors
Minnesota
$535K +$971 +19 +0.2%
AFG
23
Altiora Financial Group
Ohio
$511K +$511K +10,000 New
HPFG
24
Hart & Patterson Financial Group
Massachusetts
$491K -$3.06K -60 -0.6%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$481K +$17.3K +338 +4%
1
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DFSB Hedge Fund Activity: Q2 2024 in Review

59 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q2 2024, worth a combined $164M — up 7.4% from $153M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFSB positions and 4 closed out — a net gain of 12 holders — while 26 added to existing stakes and 9 trimmed.

The largest buyer was Quantum Financial Advisors, adding an estimated $9.18M. The largest seller was Dimensional Fund Advisors, exiting entirely with an estimated $10.4M sold.

  • 59 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q2 2024, up from 48 in Q1 2024.
  • Funds reported $164M of Dimensional Global Sustainability Fixed Income ETF stock for Q2 2024, up 7.4% quarter-over-quarter.
  • 16 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q2 2024 and 4 closed out, a net change of +12 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q2 2024 was Quantum Financial Advisors, an estimated $9.18M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q2 2024 was Dimensional Fund Advisors, an estimated $10.4M sold.

Based on aggregated 13F filings for Q2 2024.