DFSB icon

Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

85 hedge funds and large institutions have $251M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 7 reducing their positions, and 5 closing their positions.

Holders
85
Holders Change
+22
Holders Change %
+34.92%
% of All Funds
1.13%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
28
Increased
44
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BOC
1
Blue Oak Capital
California
$15M
2
SI
2
Seeds Investor
New York
$10.8M
3
AWP
3
Abacus Wealth Partners
California
$106M
4
MWM
4
Momentous Wealth Management
Washington
$6.99M
5
CC
5
Citrine Capital
California
$6.95M

Top Sellers

1
TFM
1
Trademark Financial Management
Minnesota
$0
2
JC
2
Jentner Corp
Ohio
$0
3
Osaic Holdings
3
Osaic Holdings
Arizona
$0
4
EWA
4
EP Wealth Advisors
California
$0
5
Jane Street
5
Jane Street
New York
$2.17M
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$106M 2,079,367 +147,541 +8%
QFA
2
Quantum Financial Advisors
California
$20.2M 397,349 +41,195 +12%
BOC
3
Blue Oak Capital
California
$15M 293,630 +293,630 New
RA
4
RFG Advisory
Alabama
$12M 235,615 +5,515 +2%
SI
5
Seeds Investor
New York
$10.8M 212,910 +212,910 New
SEI Investments
6
SEI Investments
Pennsylvania
$7.24M 142,143 +22,276 +19%
MWM
7
Momentous Wealth Management
Washington
$6.99M 137,155 +137,155 New
CC
8
Citrine Capital
California
$6.95M 136,344 +136,344 New
Corient Private Wealth
9
Corient Private Wealth
Florida
$5.41M 106,239 +2,938 +3%
AIM
10
Archer Investment Management
Texas
$4.55M 89,281 +89,281 New
Wealth Enhancement Advisory Services
11
Wealth Enhancement Advisory Services
Minnesota
$3.82M 75,020 +7,362 +11%
AC
12
Apella Capital
Connecticut
$3.43M 67,277 +10,474 +18%
Citadel Advisors
13
Citadel Advisors
Florida
$3.15M 61,802 +61,802 New
PWM
14
Parkshore Wealth Management
California
$3M 58,952 +58,952 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.77M 54,284 -1,217 -2%
AIC
16
Allodium Investment Consultants
Minnesota
$2.63M 51,641 +51,641 New
OIA
17
OneDigital Investment Advisors
Kansas
$2.48M 48,673 +8,015 +20%
Jane Street
18
Jane Street
New York
$2.17M 42,530 -2,807 -6%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$2.08M 40,897 +17,617 +76%
RIP
20
RAM Investment Partners
Washington
$1.98M 38,913 +4,547 +13%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$1.81M 35,598 +5,570 +19%
SIC
22
Samalin Investment Counsel
New York
$1.55M 30,362 +411 +1%
Betterment LLC
23
Betterment LLC
New York
$1.5M 29,488 +14,892 +102%
VWM
24
Vermillion Wealth Management
Minnesota
$1.36M 26,790 +26,790 New
LPL Financial
25
LPL Financial
California
$1.24M 24,320 +2,458 +11%
1
2 3 4