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Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$52.66 +0.03 (+0.06%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB)

Number of
Institutional Buyers
(last 12 months)
81
Total
Institutional Inflows
(last 12 months)
$214.89M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$5.14M
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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
8/15/2025 Corient Private Wealth LLC104,854$5.50M0.0%-17.7%1.092%
8/14/2025 Betterment LLC29,362$1.54M0.0%-2.3%0.306%
8/14/2025 Sei Investments Co.190,988$10.01M0.0%+9.4%1.989%
8/13/2025 Momentous Wealth Management Inc.157,566$8.26M5.3%+7.9%1.641%
8/12/2025 Seeds Investor LLC186,511$9.78M2.3%-5.1%1.943%
8/12/2025 JPMorgan Chase & Co.1,901$100K0.0%-29.1%0.020%
8/8/2025 Creative Planning5,914$310K0.0%N/A0.063%
8/8/2025 RAM Investment Partners LLC48,932$2.57M0.5%+21.0%0.521%
8/7/2025 Samalin Investment Counsel LLC26,248$1.38M0.5%-13.9%0.279%
8/6/2025 Summit Wealth Group LLC8,060$423K0.1%+68.6%0.086%
8/1/2025 Envestnet Asset Management Inc.36,919$1.94M0.0%+371.9%0.393%
7/31/2025 Aspen Capital Management LLC10,237$537K0.2%+127.1%0.109%
7/31/2025 Focus Partners Advisor Solutions LLC52,613$2.76M0.0%+11.2%0.560%
7/31/2025 Curio Wealth LLC17,920$940K0.4%+179,100.0%0.191%
7/31/2025 Planning Center Inc.158,678$8.32M0.9%+7.8%1.688%
7/29/2025 Flagstone Financial Management12,470$654K0.2%+40.0%0.133%
7/25/2025 Concord Asset Management LLC VA12,616$661K0.1%N/A0.134%
7/25/2025 Sequoia Financial Advisors LLC13,922$730K0.0%+1.6%0.148%
7/24/2025 Wealth Advisors Northwest LLC10,611$556K0.3%+3.5%0.113%
7/23/2025 Sax Wealth Advisors LLC5,503$289K0.0%-31.6%0.059%
7/18/2025 Tanager Wealth Management LLP23,726$1.24M0.1%+1.4%0.252%
7/18/2025 Citrine Capital LLC142,320$7.46M4.0%+5.3%1.514%
7/17/2025 DiNuzzo Private Wealth Inc.11,387$597K0.1%-7.2%0.122%
7/17/2025 Vermillion Wealth Management Inc.23,901$1.25M0.6%-10.9%0.257%
7/17/2025 XY Planning Network Inc.7,053$370K0.1%N/A0.076%
7/16/2025 Signature Resources Capital Management LLC815$43K0.0%N/A0.009%
7/16/2025 Blue Oak Capital LLC334,101$17.52M9.2%+5.0%3.592%
7/15/2025 Level Financial Advisors8,241$432K0.1%-6.7%0.089%
7/15/2025 Vestment Financial LLC9,031$473K0.3%+21.7%0.097%
7/15/2025 Maseco LLP1,455,542$76.32M2.9%N/A15.651%
7/14/2025 BetterWealth LLC14,131$741K0.2%+4.3%0.152%
7/14/2025 Parkshore Wealth Management Inc.128,462$6.74M3.3%+43.4%1.381%
7/14/2025 Abacus Wealth Partners LLC2,098,846$110.04M16.8%+0.3%22.568%
7/11/2025 Skyline Advisors Inc.19,858$1.04M0.4%+7.5%0.214%
7/11/2025 Quantum Financial Advisors LLC453,561$23.78M3.2%-0.6%4.877%
7/11/2025 Farther Finance Advisors LLC3,955$207K0.0%-16.7%0.043%
7/10/2025 Wealth Enhancement Advisory Services LLC83,531$4.38M0.0%+3.3%0.898%
7/10/2025 Strathmore Capital Advisors Inc.17,149$896K0.4%N/A0.184%
7/9/2025 Archer Investment Management LLC86,640$4.54M3.3%+1.6%0.932%
7/9/2025 Shore Point Advisors LLC7,083$371K0.2%-11.5%0.076%
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7/8/2025 Apella Capital LLC85,659$4.48M0.1%+8.9%0.931%
6/27/2025 Goldman Sachs Group Inc.13,210$680K0.0%N/A0.144%
6/6/2025 Blue Oak Capital LLC318,061$16.38M9.0%+8.3%3.554%
5/29/2025 Parkshore Wealth Management Inc.89,587$4.61M2.7%+52.0%1.001%
5/19/2025 Jane Street Group LLC21,937$1.13M0.0%-48.4%0.245%
5/16/2025 Goldman Sachs Group Inc.13,210$680K0.0%N/A0.149%
5/15/2025 Focus Partners Advisor Solutions LLC47,329$2.44M0.0%+15.7%0.535%
5/15/2025 Betterment LLC30,066$1.55M0.0%+2.0%0.340%
5/14/2025 Orion Capital Management LLC2,308$119K0.1%-14.6%0.026%
5/14/2025 Sax Wealth Advisors LLC8,049$415K0.0%-36.1%0.091%
5/14/2025 Legacy Financial Advisors Inc.4,274$220K0.0%N/A0.048%
5/13/2025 RW Investment Management LLC14,204$732K0.1%-24.2%0.160%
5/13/2025 Raymond James Financial Inc.175,533$9.04M0.0%N/A1.983%
5/12/2025 Virtu Financial LLC15,237$785K0.0%N/A0.172%
5/9/2025 Geometric Wealth Advisors11,712$603K0.1%N/A0.132%
5/8/2025 Momentous Wealth Management Inc.146,053$7.52M5.3%+6.5%1.650%
5/8/2025 Abacus Wealth Partners LLC2,092,387$107.76M16.2%+0.6%23.643%
5/8/2025 Modera Wealth Management LLC13,203$680K0.0%-14.8%0.149%
5/7/2025 Passive Capital Management LLC.376,440$19.39M6.0%N/A4.254%
5/7/2025 LPL Financial LLC30,004$1.55M0.0%+23.4%0.339%
5/6/2025 Babb Wealth Advisors LLC17,797$917K0.7%+36.1%0.201%
5/5/2025 Aspen Capital Management LLC4,508$232K0.1%N/A0.051%
5/2/2025 Summit Wealth Group LLC4,780$246K0.1%N/A0.054%
4/29/2025 Envestnet Asset Management Inc.7,824$403K0.0%+35.9%0.088%
4/29/2025 von Borstel & Associates Inc.7,285$375K0.1%-19.6%0.082%
4/29/2025 OneDigital Investment Advisors LLC63,105$3.25M0.0%+29.7%0.713%
4/28/2025 BetterWealth LLC13,547$698K0.2%-21.0%0.153%
4/24/2025 Shore Point Advisors LLC8,007$412K0.2%N/A0.090%
4/24/2025 Tanager Wealth Management LLP23,405$1.21M0.2%+3.9%0.264%
4/23/2025 Allodium Investment Consultants LLC65,863$3.39M2.5%+27.5%0.744%
4/23/2025 Sequoia Financial Advisors LLC13,709$706K0.0%N/A0.155%
4/23/2025 RAM Investment Partners LLC40,428$2.08M0.5%+3.9%0.457%
4/23/2025 Citrine Capital LLC135,168$6.96M4.4%-0.9%1.527%
4/22/2025 Cambridge Investment Research Advisors Inc.12,528$645K0.0%+45.3%0.142%
4/21/2025 Flagstone Financial Management8,909$459K0.1%+79.7%0.101%
4/21/2025 Compass Capital Corp MA ADV6,725$343K0.2%+6.2%0.076%
4/18/2025 Creative Capital Management Investments LLC24,610$1.27M0.5%+6.9%0.278%
4/18/2025 Planning Center Inc.147,228$7.58M0.9%N/A1.664%
4/17/2025 Stewardship 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%
4/14/2025Greenspring 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%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
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%
(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, 95 institutional investors and hedge funds held shares of Dimensional Global Sustainability Fixed Income ETF. The most heavily invested institutionals were Abacus Wealth Partners LLC ($110.04M), Maseco LLP ($76.32M), Quantum Financial Advisors LLC ($23.78M), Passive Capital Management LLC. ($19.39M), Blue Oak Capital LLC ($17.52M), RFG Advisory LLC ($12.00M), and Sei Investments Co. ($10.01M).Learn more on Dimensional Global Sustainability Fixed Income ETF's institutional investors.

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

Of the 91 institutional investors that purchased Dimensional Global Sustainability Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Abacus Wealth Partners LLC ($1.97M), Maseco LLP ($1.46M), Quantum Financial Advisors LLC ($419.35K), Passive Capital Management LLC. ($376.44K), Seeds Investor LLC ($212.91K), Raymond James Financial Inc. ($175.53K), and Planning Center Inc. ($158.68K).

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

Institutional investors have bought a total of 4,148,216 shares in the last 24 months. This purchase volume represents approximately $214.89M in transactions.

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

Of the 24 institutional investors that sold Dimensional Global Sustainability Fixed Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($23.40K), Corient Private Wealth LLC ($22.62K), Seeds Investor LLC ($10.11K), Sax Wealth Advisors LLC ($7.10K), RW Investment Management LLC ($4.87K), Samalin Investment Counsel LLC ($4.24K), and BetterWealth LLC ($4.09K).

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

Institutional investors have sold a total of 98,842 shares in the last 24 months. This volume of shares sold represents approximately $5.14M in transactions.


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This page (NYSEARCA:DFSB) was last updated on 8/28/2025 by MarketBeat.com Staff
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