Free Trial
→ Please take this warning seriously... (From Timothy Sykes) (Ad) Free DFSB Stock Alerts

Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$51.02 +0.22 (+0.43%)
As of 01/21/2025 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)
35
Total
Institutional Inflows
(last 12 months)
$136.65M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$28.78M
Get DFSB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Global Sustainability Fixed Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFSB Institutional Buying and Selling by Quarter

Dimensional Global Sustainability Fixed Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/21/2025Stewardship Advisors LLC4,592$234K0.1%N/A0.079%
1/21/2025RFG 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%
11/18/2024Rehmann 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%
10/29/2024Farther 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%
10/17/2024RFG Advisory LLC230,100$12.23M0.4%+6.5%3.967%
10/15/2024von Borstel & Associates Inc.4,928$262K0.1%N/A0.085%
10/10/2024Level 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%
8/16/2024Wellington 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%
7/23/2024Level Financial Advisors6,946$355K0.2%+16.0%0.120%
The #1 Stock for Trump’s Second Term? (Ad)

Imagine how much money you could make if you bought all of the top performing stocks during Trump's second term? Well, legendary investor Louis Navellier's stock rating system... Gave a buy rating to ALL of the top 30 performing stocks in the S&P 500 index of Trump's first term...

Click here now because these stocks could turn out to be the top performers of Trump's second term.
7/19/2024BetterWealth LLC16,375$837K0.3%+2.4%0.282%
7/16/2024 Wealth Enhancement Advisory Services LLC56,338$2.88M0.0%N/A0.971%
7/15/2024 Quantum Financial Advisors LLC350,726$17.92M2.9%+105.2%6.047%
7/15/2024RFG 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%
5/8/2024Trademark Financial Management LLC7,805$404K0.3%N/A0.135%
5/7/2024Sei Investments Co.48,812$2.53M0.0%N/A0.842%
5/6/2024DiNuzzo Private Wealth Inc.14,676$760K0.1%+1.9%0.253%
5/3/2024Rehmann Capital Advisory Group6,403$332K0.0%+36.3%0.112%
5/1/2024Tanager Wealth Management LLP5,220$270K0.0%N/A0.092%
4/30/2024Concord Wealth Partners12,475$646K0.1%+7.7%0.219%
4/29/2024Commonwealth Equity Services LLC53,258$2.76M0.0%-12.4%0.934%
4/29/2024RAM Investment Partners LLC12,110$627K0.2%+27.8%0.212%
4/26/2024 Quantum Financial Advisors LLC170,928$8.85M1.6%+54.4%2.999%
4/26/2024LifePro Asset Management7,408$384K0.3%+23.3%0.130%
4/20/2024BetterWealth LLC15,993$828K0.3%+5.5%0.281%
4/19/2024Level Financial Advisors5,990$310K0.1%+37.2%0.105%
4/11/2024RFG Advisory LLC203,688$10.55M0.4%+3.9%7.834%
4/10/2024 Apella Capital LLC39,585$2.03M0.1%+222.9%1.523%
4/10/2024 Abacus Wealth Partners LLC1,795,323$92.96M15.6%-23.2%69.051%
3/15/2024 Hart & Patterson Financial Group LLC5,291$275K0.1%N/A0.204%
2/9/2024Corient Private Wealth LLC73,445$3.81M0.0%N/A2.825%
2/7/2024 Abacus Wealth Partners LLC2,337,449$121.32M20.5%+190.6%89.902%
2/6/2024Concord Wealth Partners11,585$601K0.1%N/A0.446%
2/6/2024DiNuzzo Private Wealth Inc.14,398$747K0.1%N/A0.554%
1/29/2024Grand Wealth Management LLC3,883$202K0.1%+34.6%0.149%
1/25/2024RFG Advisory LLC196,096$10.18M0.4%+2.0%7.542%
1/23/2024BetterWealth LLC15,162$787K0.3%+4.0%0.583%
1/23/2024Level Financial Advisors Inc.4,367$227K0.1%+9.5%0.168%
1/9/2024 Quantum Financial Advisors LLC110,674$5.74M1.4%+182.5%4.257%
1/8/2024RAM Investment Partners LLC9,477$492K0.2%N/A0.365%
1/5/2024 Apella Capital LLC12,258$631K0.0%+189.8%0.471%
11/30/2023Modera Wealth Management LLC8,775$437K0.0%-5.9%0.338%
11/29/2023 Quantum Financial Advisors LLC39,180$1.95M0.6%+6.2%1.507%
11/16/2023Orion Capital Management LLC2,586$129K0.1%N/A0.099%
11/13/2023 Abacus Wealth Partners LLC804,342$40.10M12.4%+19.4%30.936%
11/13/2023Kestra Advisory Services LLC5,884$293K0.0%+10.0%0.226%
11/8/2023Tanager Wealth Management LLP6,176$308K0.1%+27.7%0.238%
11/2/2023JFS Wealth Advisors LLC3,313$165K0.0%+81.8%0.127%
10/31/2023 Wolff Wiese Magana LLC5,675$283K0.2%-40.0%0.218%
10/30/2023FirstPurpose Wealth LLC12,262$611K0.3%N/A0.472%
10/23/2023Commonwealth Equity Services LLC53,487$2.67M0.0%+32.9%2.057%
10/18/2023Level Financial Advisors Inc.3,987$199K0.1%+246.7%0.153%
10/16/2023RFG Advisory LLC192,250$9.59M0.4%+2.9%7.394%
10/10/2023 Apella Capital LLC4,230$211K0.0%N/A0.163%
10/10/2023ZRC Wealth Management LLC588$29K0.0%N/A0.023%
10/5/2023LifePro Asset Management6,187$308K0.3%N/A0.238%
8/23/2023Rehmann Capital Advisory Group4,450$228K0.0%N/A0.171%
The #1 Stock for Trump’s Second Term? (Ad)

Imagine how much money you could make if you bought all of the top performing stocks during Trump's second term? Well, legendary investor Louis Navellier's stock rating system... Gave a buy rating to ALL of the top 30 performing stocks in the S&P 500 index of Trump's first term...

Click here now because these stocks could turn out to be the top performers of Trump's second term.
8/14/2023Buckingham Strategic Partners5,855$299K0.0%N/A0.225%
8/10/2023Commonwealth Equity Services LLC40,258$2.06M0.0%+106.4%1.548%
8/10/2023 Quantum Financial Advisors LLC36,890$1.89M0.6%-1.7%1.419%
8/7/2023McIlrath & Eck LLC1,338$68K0.0%N/A0.051%
8/7/2023Modera Wealth Management LLC9,327$477K0.0%N/A0.359%
8/7/2023JFS Wealth Advisors LLC1,822$93K0.0%N/A0.070%
8/3/2023Tanager Wealth Management LLP4,835$247K0.1%N/A0.210%
8/3/2023RFG Advisory LLC186,750$9.55M0.4%+4.2%8.120%
8/2/2023Bank of Montreal Can15,348$795K0.0%N/A0.667%
7/25/2023 Abacus Wealth Partners LLC673,706$34.45M10.4%+4.9%29.292%
(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, 49 institutional investors and hedge funds held shares of Dimensional Global Sustainability Fixed Income ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($10.08B), Abacus Wealth Partners LLC ($105.92M), Quantum Financial Advisors LLC ($20.24M), RFG Advisory LLC ($12.00M), Sei Investments Co. ($5.16M), Corient Private Wealth LLC ($3.81M), and Wealth Enhancement Advisory Services LLC ($3.60M).Learn more on DFSB's institutional investors.

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

Of the 47 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), RFG Advisory LLC ($235.62K), Dimensional Fund Advisors LP ($200K), Sei Investments Co. ($100.95K), Corient Private Wealth LLC ($73.45K), and Wealth Enhancement Advisory Services LLC ($67.66K).

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

Institutional investors have bought a total of 4,120,468 shares in the last 24 months. This purchase volume represents approximately $212.43M in transactions.

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

Of the 12 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 ($7.53K), Wolff Wiese Magana LLC ($3.78K), DiNuzzo Private Wealth Inc. ($2.46K), RW Investment Management LLC ($1.42K), and Modera Wealth Management LLC ($1.40K).

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

Institutional investors have sold a total of 573,917 shares in the last 24 months. This volume of shares sold represents approximately $29.71M in transactions.


Related Companies

This page (NYSEARCA:DFSB) was last updated on 1/22/2025 by MarketBeat.com Staff
From Our Partners
Bill Gates’ is about to mint millionaires (again) with Stargate.
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump currency shock imminent
Trump's Quiet $1.9 Trillion Move Against the Fed A small army of Americans, with Trump's support, has launc...
Stansberry Research | Sponsored
January 29th - the next big trading catalyst to watch
Mark your calendar for January 29th. Because on that day, I believe we could see a $2 Trillion shock INTO t...
Timothy Sykes | Sponsored
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
I was wrong. Dead wrong.
I thought what happened 25 years ago was a once- in-a-lifetime event… but how wrong I was. Because here we...
Porter & Company | Sponsored
URGENT: This Altcoin Opportunity Won’t Wait – Act Now
Crypto has officially entered the "banana zone" – that wild phase where prices can 1000x in days. It happen...
Crypto Swap Profits | Sponsored
Nvidia’s Bold Move: Tackling Tech’s $1 Trillion Crisis
Taiwan Semiconductor, a partner of Nvidia’s for more than two decades, has seen its shares explode as much as ...
Weiss Ratings | Sponsored