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Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$51.29 -0.05 (-0.10%)
As of 04/17/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$105.40M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.16M
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DFSB Institutional Buying and Selling by Quarter

Dimensional Global Sustainability Fixed Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025Stewardship Advisors LLC5,245$270K0.1%+14.2%0.059%
4/16/2025 Wealth Enhancement Advisory Services LLC80,850$4.16M0.0%+7.8%0.914%
4/16/2025 Wealth Advisors Northwest LLC10,257$528K0.3%+18.1%0.116%
4/15/2025 Skyline Advisors Inc.18,469$951K0.4%+15.3%0.209%
4/15/2025 Wealthcare Advisory Partners LLC6,765$348K0.0%N/A0.076%
4/14/2025 Farther Finance Advisors LLC4,750$245K0.0%+73.0%0.054%
4/14/2025 Greenspring Advisors LLC4,661$240K0.1%N/A0.053%
4/14/2025 LexAurum Advisors LLC4,138$213K0.0%N/A0.047%
4/10/2025 Apella Capital LLC78,640$4.01M0.1%+16.9%0.889%
4/10/2025 Level Financial Advisors8,834$455K0.2%+3.9%0.100%
4/9/2025 Archer Investment Management LLC85,306$4.39M3.0%-4.5%0.964%
4/9/2025 Quantum Financial Advisors LLC456,237$23.50M3.5%+14.8%5.155%
3/17/2025 Wealth Enhancement Advisory Services LLC75,020$3.82M0.0%+10.9%0.883%
2/27/2025 Skyline Advisors Inc.16,015$816K0.3%N/A0.276%
2/21/2025Vermillion Wealth Management Inc.26,790$1.37M0.7%N/A0.462%
2/18/2025Orion Capital Management LLC2,703$138K0.1%N/A0.047%
2/18/2025Focus Partners Advisor Solutions LLC40,897$2.08M0.0%+75.7%0.705%
2/17/2025 Vestment Financial LLC7,593$384K0.3%N/A0.131%
2/17/2025Cahill Financial Advisors Inc.9,928$506K0.1%-5.4%0.171%
2/17/2025Citadel Advisors LLC61,802$3.15M0.0%N/A1.066%
2/14/2025Jane Street Group LLC42,530$2.17M0.0%-6.2%0.733%
2/14/2025Rehmann Capital Advisory Group9,409$479K0.0%+12.0%0.162%
2/14/2025Parkshore Wealth Management Inc.58,952$3.00M1.8%N/A1.016%
2/14/2025Betterment LLC29,488$1.50M0.0%+102.0%0.508%
2/14/2025OneDigital Investment Advisors LLC48,673$2.48M0.0%+19.7%0.839%
2/14/2025WPWealth LLP10,631$542K0.1%+11.2%0.183%
2/13/2025NewEdge Advisors LLC11,768$599K0.0%+79.4%0.203%
2/13/2025Seeds Investor LLC212,910$10.85M3.1%N/A3.671%
2/13/2025EnRich Financial Partners LLC4,082$208K0.1%+5.5%0.070%
2/13/2025Envestnet Asset Management Inc.5,756$293K0.0%+32.0%0.099%
2/12/2025Grand Wealth Management LLC4,437$226K0.1%+12.1%0.077%
2/12/2025Momentous Wealth Management Inc.137,155$6.99M5.8%N/A2.365%
2/12/2025Ariadne Wealth Management LP4,646$238K0.1%N/A0.080%
2/11/2025LPL Financial LLC24,320$1.24M0.0%+11.2%0.419%
2/11/2025Samalin Investment Counsel LLC30,362$1.55M0.7%+1.4%0.523%
2/11/2025Sei Investments Co.142,143$7.24M0.0%+18.6%2.451%
2/11/2025von Borstel & Associates Inc.9,056$461K0.2%+83.8%0.156%
2/10/2025Thrivent Financial for Lutherans35,598$1.81M0.0%+18.5%0.614%
2/10/2025Curio Wealth LLC16,753$853K0.5%N/A0.289%
2/10/2025Corient Private Wealth LLC106,239$5.41M0.0%+2.8%1.832%
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2/10/2025Commonwealth Equity Services LLC54,284$2.77M0.0%-2.2%0.936%
2/10/2025 Farther Finance Advisors LLC2,746$140K0.0%+44.5%0.047%
2/10/2025Parkworth Wealth Management Inc.2,501$127K0.1%N/A0.043%
2/7/2025HighTower Advisors LLC10,651$543K0.0%+17.5%0.184%
2/7/2025Babb Wealth Advisors LLC13,074$666K0.5%N/A0.225%
2/6/2025Modera Wealth Management LLC15,499$790K0.0%+6.5%0.267%
2/4/2025Delap Wealth Advisory LLC8,239$420K0.3%N/A0.142%
2/4/2025Allodium Investment Consultants LLC51,641$2.63M2.2%N/A0.890%
2/3/2025Compass Capital Corp MA ADV6,335$323K0.1%N/A0.109%
2/3/2025Private Advisor Group LLC10,246$522K0.0%-2.1%0.177%
1/31/2025Creative Capital Management Investments LLC23,015$1.17M0.5%+11.6%0.397%
1/29/2025 Wealth Advisors Northwest LLC8,688$443K0.3%N/A0.150%
1/29/2025Savant Capital LLC4,693$239K0.0%N/A0.081%
1/28/2025RAM Investment Partners LLC38,913$1.98M0.5%+13.2%0.671%
1/27/2025Citrine Capital LLC136,344$6.95M5.1%N/A2.351%
1/27/2025Tanager Wealth Management LLP22,536$1.15M0.1%+341.6%0.389%
1/24/2025 Archer Investment Management LLC89,281$4.55M2.8%N/A1.539%
1/24/2025Flagstone Financial Management4,959$253K0.1%N/A0.086%
1/23/2025BetterWealth LLC17,154$874K0.2%+8.0%0.296%
1/22/2025 Level Financial Advisors8,504$433K0.2%+26.4%0.147%
1/21/2025Stewardship Advisors LLC4,592$234K0.1%N/A0.079%
1/21/2025 RFG Advisory LLC235,615$12.00M0.3%+2.4%4.062%
1/16/2025Abacus Wealth Partners LLC2,079,367$105.92M15.8%+7.6%35.851%
1/16/2025Diversify Wealth Management LLC16,819$847K0.1%+3.5%0.290%
1/15/2025Sax Wealth Advisors LLC12,604$642K0.1%+50.9%0.217%
1/14/2025 Apella Capital LLC67,277$3.43M0.1%+18.4%1.160%
1/14/2025 Quantum Financial Advisors LLC397,349$20.24M2.8%+11.6%6.851%
1/14/2025Hart & Patterson Financial Group LLC10,581$539K0.3%+11.5%0.182%
11/18/2024Rehmann Capital Advisory Group8,398$447K0.0%+29.2%0.145%
11/15/2024EP Wealth Advisors LLC3,020$161K0.0%N/A0.052%
11/15/2024Jane Street Group LLC45,337$2.41M0.0%+179.5%0.782%
11/12/2024RW Investment Management LLC18,634$991K0.1%-1.7%0.321%
11/7/2024EnRich Financial Partners LLC3,870$206K0.1%+8.6%0.067%
11/7/2024Thrivent Financial for Lutherans30,028$1.60M0.0%N/A0.518%
10/31/2024Trademark Financial Management LLC8,267$440K0.3%+7.7%0.143%
10/29/2024Creative Capital Management Investments LLC20,619$1.10M0.5%+60.0%0.356%
10/29/2024 Farther Finance Advisors LLC1,901$101K0.0%N/A0.033%
10/24/2024 Wealth Enhancement Advisory Services LLC67,658$3.60M0.0%+20.1%1.167%
10/23/2024Tanager Wealth Management LLP5,103$271K0.0%-5.3%0.088%
10/22/2024RAM Investment Partners LLC34,366$1.83M0.5%+81.6%0.593%
10/22/2024Sprinkle Financial Consultants LLC3,858$205K0.1%N/A0.067%
10/22/2024BetterWealth LLC15,890$845K0.2%-3.0%0.274%
10/22/2024Ruedi Wealth Management Inc.562$30K0.0%N/A0.010%
10/22/2024Private Advisor Group LLC10,465$556K0.0%+11.4%0.180%
10/17/2024 RFG Advisory LLC230,100$12.23M0.4%+6.5%3.967%
10/15/2024von Borstel & Associates Inc.4,928$262K0.1%N/A0.085%
10/10/2024 Level Financial Advisors6,728$358K0.1%-3.1%0.116%
10/10/2024 Fiduciary Financial Group LLC5,058$267K0.1%N/A0.087%
10/5/2024 Quantum Financial Advisors LLC356,154$18.94M3.0%+1.5%6.141%
10/3/2024Abacus Wealth Partners LLC1,931,826$102.72M15.4%+4.0%33.307%
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10/3/2024 Apella Capital LLC56,803$3.02M0.1%+10.4%0.979%
8/16/2024Wellington Wealth Strategies LLC.3,198$163K0.7%N/A0.055%
8/14/2024RW Investment Management LLC18,960$969K0.1%-5.5%0.327%
8/13/2024Sei Investments Co.100,947$5.16M0.0%+106.8%1.740%
8/8/2024Grand Wealth Management LLC3,942$201K0.1%-11.4%0.068%
7/31/2024Commonwealth Equity Services LLC55,695$2.85M0.0%+4.6%0.960%
7/30/2024DiNuzzo Private Wealth Inc.12,220$624K0.1%-16.7%0.211%
7/30/2024RAM Investment Partners LLC18,924$967K0.3%+56.3%0.326%
7/29/2024Modera Wealth Management LLC14,515$742K0.0%-5.5%0.250%
7/23/2024 Level Financial Advisors6,946$355K0.2%+16.0%0.120%
(Data available from 1/1/2016 forward)

DFSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSB shares?

During the previous two years, 80 institutional investors and hedge funds held shares of Dimensional Global Sustainability Fixed Income ETF. The most heavily invested institutionals were Abacus Wealth Partners LLC ($105.92M), Quantum Financial Advisors LLC ($23.50M), RFG Advisory LLC ($12.00M), Seeds Investor LLC ($10.85M), Planning Center Inc. ($7.58M), Sei Investments Co. ($7.24M), and Momentous Wealth Management Inc. ($6.99M).Learn more on DFSB's institutional investors.

Which institutional investors have been buying Dimensional Global Sustainability Fixed Income ETF stock?

Of the 76 institutional investors that purchased Dimensional Global Sustainability Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Abacus Wealth Partners LLC ($2.62M), Quantum Financial Advisors LLC ($419.35K), Seeds Investor LLC ($212.91K), Planning Center Inc. ($147.23K), Momentous Wealth Management Inc. ($137.16K), Citrine Capital LLC ($136.34K), and Sei Investments Co. ($123.22K).

How much institutional buying is happening at Dimensional Global Sustainability Fixed Income ETF?

Institutional investors have bought a total of 4,946,429 shares in the last 24 months. This purchase volume represents approximately $254.91M in transactions.

Which Dimensional Global Sustainability Fixed Income ETF major shareholders have been selling company stock?

Of the 16 institutional investors that sold Dimensional Global Sustainability Fixed Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Abacus Wealth Partners LLC ($542.13K), Krilogy Financial LLC ($13.09K), Commonwealth Equity Services LLC ($8.75K), Archer Investment Management LLC ($3.98K), Wolff Wiese Magana LLC ($3.78K), Jane Street Group LLC ($2.81K), and DiNuzzo Private Wealth Inc. ($2.46K).

How much institutional selling is happening at Dimensional Global Sustainability Fixed Income ETF?

Institutional investors have sold a total of 582,697 shares in the last 24 months. This volume of shares sold represents approximately $30.16M in transactions.


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This page (NYSEARCA:DFSB) was last updated on 4/18/2025 by MarketBeat.com Staff
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