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Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$51.46 +0.30 (+0.59%)
As of 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)
64
Total
Institutional Inflows
(last 12 months)
$102.12M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$29.03M
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DFSB Institutional Buying and Selling by Quarter

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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
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%
2/21/2025 Vermillion Wealth Management Inc.26,790$1.37M0.7%N/A0.462%
2/18/2025 Orion Capital Management LLC2,703$138K0.1%N/A0.047%
2/18/2025 Focus Partners Advisor Solutions LLC40,897$2.08M0.0%+75.7%0.705%
2/17/2025 Vestment Financial LLC7,593$384K0.3%N/A0.131%
2/17/2025 Cahill Financial Advisors Inc.9,928$506K0.1%-5.4%0.171%
2/17/2025 Citadel Advisors LLC61,802$3.15M0.0%N/A1.066%
2/14/2025 Jane Street Group LLC42,530$2.17M0.0%-6.2%0.733%
2/14/2025 Rehmann Capital Advisory Group9,409$479K0.0%+12.0%0.162%
2/14/2025 Parkshore Wealth Management Inc.58,952$3.00M1.8%N/A1.016%
2/14/2025 Betterment LLC29,488$1.50M0.0%+102.0%0.508%
2/14/2025 OneDigital Investment Advisors LLC48,673$2.48M0.0%+19.7%0.839%
2/14/2025 WPWealth LLP10,631$542K0.1%+11.2%0.183%
2/13/2025 NewEdge Advisors LLC11,768$599K0.0%+79.4%0.203%
2/13/2025 Seeds Investor LLC212,910$10.85M3.1%N/A3.671%
2/13/2025 EnRich Financial Partners LLC4,082$208K0.1%+5.5%0.070%
2/13/2025 Envestnet Asset Management Inc.5,756$293K0.0%+32.0%0.099%
2/12/2025 Grand Wealth Management LLC4,437$226K0.1%+12.1%0.077%
2/12/2025 Momentous Wealth Management Inc.137,155$6.99M5.8%N/A2.365%
2/12/2025 Ariadne Wealth Management LP4,646$238K0.1%N/A0.080%
2/11/2025 LPL Financial LLC24,320$1.24M0.0%+11.2%0.419%
2/11/2025 Samalin Investment Counsel LLC30,362$1.55M0.7%+1.4%0.523%
2/11/2025 Sei Investments Co.142,143$7.24M0.0%+18.6%2.451%
2/11/2025 von Borstel & Associates Inc.9,056$461K0.2%+83.8%0.156%
2/10/2025 Thrivent Financial for Lutherans35,598$1.81M0.0%+18.5%0.614%
2/10/2025 Curio Wealth LLC16,753$853K0.5%N/A0.289%
2/10/2025 Corient Private Wealth LLC106,239$5.41M0.0%+2.8%1.832%
2/10/2025 Commonwealth 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%
2/10/2025 Parkworth Wealth Management Inc.2,501$127K0.1%N/A0.043%
2/7/2025 HighTower Advisors LLC10,651$543K0.0%+17.5%0.184%
2/7/2025 Babb Wealth Advisors LLC13,074$666K0.5%N/A0.225%
2/6/2025 Modera Wealth Management LLC15,499$790K0.0%+6.5%0.267%
2/4/2025 Delap Wealth Advisory LLC8,239$420K0.3%N/A0.142%
2/4/2025 Allodium Investment Consultants LLC51,641$2.63M2.2%N/A0.890%
2/3/2025 Compass Capital Corp MA ADV6,335$323K0.1%N/A0.109%
2/3/2025 Private Advisor Group LLC10,246$522K0.0%-2.1%0.177%
1/31/2025 Creative 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%
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1/29/2025 Savant Capital LLC4,693$239K0.0%N/A0.081%
1/28/2025 RAM Investment Partners LLC38,913$1.98M0.5%+13.2%0.671%
1/27/2025 Citrine Capital LLC136,344$6.95M5.1%N/A2.351%
1/27/2025 Tanager 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%
1/24/2025 Flagstone Financial Management4,959$253K0.1%N/A0.086%
1/23/2025 BetterWealth LLC17,154$874K0.2%+8.0%0.296%
1/22/2025 Level Financial Advisors8,504$433K0.2%+26.4%0.147%
1/21/2025 Stewardship Advisors LLC4,592$234K0.1%N/A0.079%
1/21/2025 RFG Advisory LLC235,615$12.00M0.3%+2.4%4.062%
1/16/2025 Abacus Wealth Partners LLC2,079,367$105.92M15.8%+7.6%35.851%
1/16/2025 Diversify Wealth Management LLC16,819$847K0.1%+3.5%0.290%
1/15/2025 Sax 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%
1/14/2025 Hart & Patterson Financial Group LLC10,581$539K0.3%+11.5%0.182%
11/18/2024 Rehmann Capital Advisory Group8,398$447K0.0%+29.2%0.145%
11/15/2024 EP Wealth Advisors LLC3,020$161K0.0%N/A0.052%
11/15/2024 Jane Street Group LLC45,337$2.41M0.0%+179.5%0.782%
11/12/2024 RW Investment Management LLC18,634$991K0.1%-1.7%0.321%
11/7/2024 EnRich Financial Partners LLC3,870$206K0.1%+8.6%0.067%
11/7/2024 Thrivent Financial for Lutherans30,028$1.60M0.0%N/A0.518%
10/31/2024 Trademark Financial Management LLC8,267$440K0.3%+7.7%0.143%
10/29/2024 Creative 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%
10/23/2024 Tanager Wealth Management LLP5,103$271K0.0%-5.3%0.088%
10/22/2024 RAM Investment Partners LLC34,366$1.83M0.5%+81.6%0.593%
10/22/2024 Sprinkle Financial Consultants LLC3,858$205K0.1%N/A0.067%
10/22/2024 BetterWealth LLC15,890$845K0.2%-3.0%0.274%
10/22/2024 Ruedi Wealth Management Inc.562$30K0.0%N/A0.010%
10/22/2024 Private Advisor Group LLC10,465$556K0.0%+11.4%0.180%
10/17/2024 RFG Advisory LLC230,100$12.23M0.4%+6.5%3.967%
10/15/2024 von 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%
10/3/2024 Abacus Wealth Partners LLC1,931,826$102.72M15.4%+4.0%33.307%
10/3/2024 Apella Capital LLC56,803$3.02M0.1%+10.4%0.979%
8/16/2024 Wellington Wealth Strategies LLC.3,198$163K0.7%N/A0.055%
8/14/2024 RW Investment Management LLC18,960$969K0.1%-5.5%0.327%
8/13/2024 Sei Investments Co.100,947$5.16M0.0%+106.8%1.740%
8/8/2024 Grand Wealth Management LLC3,942$201K0.1%-11.4%0.068%
7/31/2024 Commonwealth Equity Services LLC55,695$2.85M0.0%+4.6%0.960%
7/30/2024 DiNuzzo Private Wealth Inc.12,220$624K0.1%-16.7%0.211%
7/30/2024 RAM Investment Partners LLC18,924$967K0.3%+56.3%0.326%
7/29/2024 Modera Wealth Management LLC14,515$742K0.0%-5.5%0.250%
7/23/2024 Level Financial Advisors6,946$355K0.2%+16.0%0.120%
7/19/2024 BetterWealth LLC16,375$837K0.3%+2.4%0.282%
7/16/2024 Wealth Enhancement Advisory Services LLC56,338$2.88M0.0%N/A0.971%
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7/15/2024 Quantum Financial Advisors LLC350,726$17.92M2.9%+105.2%6.047%
7/15/2024 RFG Advisory LLC216,075$11.04M0.4%+6.1%3.725%
7/12/2024 Sax Wealth Advisors LLC8,353$427K0.0%N/A0.144%
7/11/2024 Abacus Wealth Partners LLC1,857,183$94.90M15.7%+3.4%32.020%
7/10/2024 Apella Capital LLC51,445$2.64M0.1%+30.0%0.887%
5/8/2024 Trademark Financial Management LLC7,805$404K0.3%N/A0.135%
5/7/2024 Sei Investments Co.48,812$2.53M0.0%N/A0.842%
5/6/2024 DiNuzzo Private Wealth Inc.14,676$760K0.1%+1.9%0.253%
5/3/2024 Rehmann Capital Advisory Group6,403$332K0.0%+36.3%0.112%
5/1/2024 Tanager Wealth Management LLP5,220$270K0.0%N/A0.092%
(Data available from 1/1/2016 forward)

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DFSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of DFSB shares?

During the previous two years, 77 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 ($20.24M), RFG Advisory LLC ($12.00M), Seeds Investor LLC ($10.85M), Sei Investments Co. ($7.24M), Momentous Wealth Management Inc. ($6.99M), and Citrine Capital LLC ($6.95M).Learn more on DFSB's institutional investors.

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

Of the 73 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 ($397.97K), Seeds Investor LLC ($212.91K), Momentous Wealth Management Inc. ($137.16K), Citrine Capital LLC ($136.34K), Sei Investments Co. ($123.22K), and Archer Investment Management LLC ($89.28K).

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

Institutional investors have bought a total of 4,744,118 shares in the last 24 months. This purchase volume represents approximately $244.51M in transactions.

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

Of the 15 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), Wolff Wiese Magana LLC ($3.78K), Jane Street Group LLC ($2.81K), DiNuzzo Private Wealth Inc. ($2.46K), and RW Investment Management LLC ($1.42K).

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

Institutional investors have sold a total of 578,722 shares in the last 24 months. This volume of shares sold represents approximately $29.95M in transactions.


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This page (NYSEARCA:DFSB) was last updated on 3/28/2025 by MarketBeat.com Staff
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