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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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
10
Increased
32
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
Abacus Wealth Partners
California
+$3.9M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$1.57M
3
Jane Street
Jane Street
New York
+$1.52M
4
SEI Investments
SEI Investments
Pennsylvania
+$989K
5
RIP
RAM Investment Partners
Washington
+$807K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$671K
2
WWS
Wellington Wealth Strategies
Indiana
-$418K
3
LC
Lindbrook Capital
California
-$140K
4
KAS
Kestra Advisory Services
Texas
-$139K
5
OCM
Orion Capital Management
California
-$129K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1
Abacus Wealth Partners
California
$103M +$3.9M +74,643 +4%
QFA
2
Quantum Financial Advisors
California
$18.9M +$284K +5,428 +2%
RA
3
RFG Advisory
Alabama
$12.2M +$733K +14,025 +6%
SEI Investments
4
SEI Investments
Pennsylvania
$6.37M +$989K +18,920 +19%
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.49M +$159K +3,032 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.6M +$592K +11,320 +20%
AC
7
Apella Capital
Connecticut
$3.02M +$280K +5,358 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.95M -$10.1K -194 -0.3%
Jane Street
9
Jane Street
New York
$2.41M +$1.52M +29,119 +180%
OIA
10
OneDigital Investment Advisors
Kansas
$2.16M -$1.73K -33 -0.1%
RIP
11
RAM Investment Partners
Washington
$1.83M +$807K +15,442 +82%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.6M +$1.57M +30,028 New
SIC
13
Samalin Investment Counsel
New York
$1.59M +$45.2K +864 +3%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$1.24M +$725K +13,870 +147%
LPL Financial
15
LPL Financial
California
$1.16M +$5.65K +108 +0.5%
CCMI
16
Creative Capital Management Investments
California
$1.1M +$404K +7,730 +60%
RIM
17
RW Investment Management
Idaho
$991K -$17K -326 -2%
DWM
18
Diversify Wealth Management
Utah
$847K -$4.5K -86 -0.5%
B
19
BetterWealth
California
$845K -$25.4K -485 -3%
Betterment LLC
20
Betterment LLC
New York
$776K +$557K +10,652 +270%
MWM
21
Modera Wealth Management
New Jersey
$774K +$2.04K +39 +0.3%
CWP
22
Concord Wealth Partners
Virginia
$666K +$1.1K +21 +0.2%
DPW
23
DiNuzzo Private Wealth
Pennsylvania
$654K +$3.92K +75 +0.6%
CFA
24
Cahill Financial Advisors
Minnesota
$558K +$1.41K +27 +0.3%
PAG
25
Private Advisor Group
New Jersey
$556K +$56K +1,070 +11%
1
2 3

DFSB Hedge Fund Activity: Q3 2024 in Review

63 of the 6,964 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.