Dimensional Global Sustainability Fixed Income ETF
DFSB
63 hedge funds and large institutions have $184M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 12
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
12% more capital invested
Capital invested by funds: $164M → $184M (+$19.8M)
7% more funds holding
Funds holding: 59 → 63 (+4)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.13% less ownership
Funds ownership: 52.46% → 52.33% (-0.13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$3.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$1.57M |
| 3 |
Jane Street
New York
|
+$1.52M |
| 4 |
SEI Investments
Oaks,
Pennsylvania
|
+$989K |
| 5 |
RIP
RAM Investment Partners
Bellevue,
Washington
|
+$807K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$671K |
| 2 |
WWS
Wellington Wealth Strategies
Indianapolis,
Indiana
|
-$418K |
| 3 |
LC
Lindbrook Capital
Calabasas,
California
|
-$140K |
| 4 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$139K |
| 5 |
OCM
Orion Capital Management
Coronado,
California
|
-$129K |
DFSB Hedge Fund Activity: Q3 2024 in Review
63 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q3 2024, worth a combined $184M — up 12% from $164M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new DFSB positions and 6 closed out — a net gain of 4 holders — while 32 added to existing stakes and 12 trimmed.
The largest buyer was Abacus Wealth Partners, adding an estimated $3.9M. The largest seller was Citadel Advisors, exiting entirely with an estimated $671K sold.
- 63 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q3 2024, up from 59 in Q2 2024.
- Funds reported $184M of Dimensional Global Sustainability Fixed Income ETF stock for Q3 2024, up 12% quarter-over-quarter.
- 10 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q3 2024 and 6 closed out, a net change of +4 holders.
- The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q3 2024 was Abacus Wealth Partners, an estimated $3.9M added.
- The largest Dimensional Global Sustainability Fixed Income ETF seller in Q3 2024 was Citadel Advisors, an estimated $671K sold.
Based on aggregated 13F filings for Q3 2024.