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Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$52.08 +0.10 (+0.19%)
(As of 11/15/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$130.32M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$28.81M
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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
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%
11/12/2024 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%
10/17/2024RFG 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%
7/31/2024Commonwealth 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%
7/30/2024 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%
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%
7/12/2024Sax 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%
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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%
5/1/2024 Tanager Wealth Management LLP5,220$270K0.0%N/A0.092%
4/30/2024 Concord Wealth Partners12,475$646K0.1%+7.7%0.219%
4/29/2024Commonwealth Equity Services LLC53,258$2.76M0.0%-12.4%0.934%
4/29/2024 RAM 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%
4/26/2024 LifePro Asset Management7,408$384K0.3%+23.3%0.130%
4/20/2024 BetterWealth LLC15,993$828K0.3%+5.5%0.281%
4/19/2024 Level 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%
2/9/2024 Corient 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%
2/6/2024 Concord Wealth Partners11,585$601K0.1%N/A0.446%
2/6/2024DiNuzzo Private Wealth Inc.14,398$747K0.1%N/A0.554%
1/29/2024 Grand Wealth Management LLC3,883$202K0.1%+34.6%0.149%
1/25/2024RFG Advisory LLC196,096$10.18M0.4%+2.0%7.542%
1/23/2024 BetterWealth LLC15,162$787K0.3%+4.0%0.583%
1/23/2024 Level 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%
1/8/2024 RAM Investment Partners LLC9,477$492K0.2%N/A0.365%
1/5/2024 Apella Capital LLC12,258$631K0.0%+189.8%0.471%
11/30/2023 Modera 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%
11/13/2023 Kestra Advisory Services LLC5,884$293K0.0%+10.0%0.226%
11/8/2023 Tanager Wealth Management LLP6,176$308K0.1%+27.7%0.238%
11/2/2023 JFS 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%
10/18/2023 Level 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%
10/10/2023 ZRC Wealth Management LLC588$29K0.0%N/A0.023%
10/5/2023 LifePro Asset Management6,187$308K0.3%N/A0.238%
8/23/2023Rehmann Capital Advisory Group4,450$228K0.0%N/A0.171%
8/14/2023 Buckingham 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%
8/7/2023 Modera Wealth Management LLC9,327$477K0.0%N/A0.359%
8/7/2023 JFS Wealth Advisors LLC1,822$93K0.0%N/A0.070%
8/3/2023 Tanager Wealth Management LLP4,835$247K0.1%N/A0.210%
8/3/2023RFG Advisory LLC186,750$9.55M0.4%+4.2%8.120%
8/2/2023 Bank of Montreal Can15,348$795K0.0%N/A0.667%
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7/25/2023 Abacus Wealth Partners LLC673,706$34.45M10.4%+4.9%29.292%
7/24/2023 BetterWealth LLC14,669$750K0.3%+3.7%0.638%
7/14/2023 Level Financial Advisors Inc.1,150$59K0.0%N/A0.050%
5/19/2023 Abacus Wealth Partners LLC642,379$33.38M11.0%N/A27.930%
5/10/2023 Grand Wealth Management LLC2,199$114K0.1%N/A0.116%
5/9/2023RFG Advisory LLC179,187$9.29M0.5%+9.4%9.431%
5/3/2023 Krilogy Financial LLC6,904$358K0.0%-65.5%0.363%
4/24/2023 Creative Capital Management Investments LLC12,889$668K0.5%N/A0.678%
4/20/2023 BetterWealth LLC14,151$734K0.3%N/A0.745%
4/17/2023Baldrige Asset Management LLC10,192$528K0.2%+302.1%0.536%
(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, 47 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 ($102.72M), Quantum Financial Advisors LLC ($18.94M), RFG Advisory LLC ($12.23M), 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 45 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 ($2.47M), Quantum Financial Advisors LLC ($356.77K), RFG Advisory LLC ($230.10K), 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 3,903,335 shares in the last 24 months. This purchase volume represents approximately $201.36M 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.


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This page (NYSEARCA:DFSB) was last updated on 11/17/2024 by MarketBeat.com Staff
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