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Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$52.02 +0.07 (+0.13%)
As of 07/17/2025 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)
81
Total
Institutional Inflows
(last 12 months)
$210.95M
Number of
Institutional Sellers
(last 12 months)
20
Total
Institutional Outflows
(last 12 months)
$3.24M
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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
7/17/2025DiNuzzo Private Wealth Inc.11,387$597K0.1%-7.2%0.122%
7/17/2025Vermillion Wealth Management Inc.23,901$1.25M0.6%-10.9%0.257%
7/17/2025XY 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%
7/8/2025 Apella Capital LLC85,659$4.48M0.1%+8.9%0.931%
6/27/2025Goldman 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%
5/19/2025Jane Street Group LLC21,937$1.13M0.0%-48.4%0.245%
5/16/2025Goldman Sachs Group Inc.13,210$680K0.0%N/A0.149%
5/15/2025Focus Partners Advisor Solutions LLC47,329$2.44M0.0%+15.7%0.535%
5/15/2025Betterment LLC30,066$1.55M0.0%+2.0%0.340%
5/14/2025Orion Capital Management LLC2,308$119K0.1%-14.6%0.026%
5/14/2025Sax Wealth Advisors LLC8,049$415K0.0%-36.1%0.091%
5/14/2025Legacy Financial Advisors Inc.4,274$220K0.0%N/A0.048%
5/13/2025RW Investment Management LLC14,204$732K0.1%-24.2%0.160%
5/13/2025Raymond James Financial Inc.175,533$9.04M0.0%N/A1.983%
5/12/2025Virtu Financial LLC15,237$785K0.0%N/A0.172%
5/9/2025Geometric Wealth Advisors11,712$603K0.1%N/A0.132%
5/8/2025Momentous 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%
5/8/2025Modera Wealth Management LLC13,203$680K0.0%-14.8%0.149%
5/7/2025Passive Capital Management LLC.376,440$19.39M6.0%N/A4.254%
5/7/2025LPL Financial LLC30,004$1.55M0.0%+23.4%0.339%
5/6/2025Babb Wealth Advisors LLC17,797$917K0.7%+36.1%0.201%
5/5/2025Aspen Capital Management LLC4,508$232K0.1%N/A0.051%
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5/2/2025Summit Wealth Group LLC4,780$246K0.1%N/A0.054%
4/29/2025Envestnet Asset Management Inc.7,824$403K0.0%+35.9%0.088%
4/29/2025von Borstel & Associates Inc.7,285$375K0.1%-19.6%0.082%
4/29/2025OneDigital 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%
4/24/2025Tanager Wealth Management LLP23,405$1.21M0.2%+3.9%0.264%
4/23/2025Allodium Investment Consultants LLC65,863$3.39M2.5%+27.5%0.744%
4/23/2025Sequoia Financial Advisors LLC13,709$706K0.0%N/A0.155%
4/23/2025RAM Investment Partners LLC40,428$2.08M0.5%+3.9%0.457%
4/23/2025Citrine Capital LLC135,168$6.96M4.4%-0.9%1.527%
4/22/2025Cambridge Investment Research Advisors Inc.12,528$645K0.0%+45.3%0.142%
4/21/2025Flagstone Financial Management8,909$459K0.1%+79.7%0.101%
4/21/2025Compass Capital Corp MA ADV6,725$343K0.2%+6.2%0.076%
4/18/2025Creative Capital Management Investments LLC24,610$1.27M0.5%+6.9%0.278%
4/18/2025Planning 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%
4/16/2025Wealth Advisors Northwest LLC10,257$528K0.3%+18.1%0.116%
4/15/2025 Skyline Advisors Inc.18,469$951K0.4%+15.3%0.209%
4/15/2025Wealthcare 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%
4/14/2025LexAurum 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%
2/14/2025 Parkshore 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%
I warned you about Nvidia… now look what’s happening (Ad)

Nvidia just got Trump’s greenlight to sell high-powered AI chips to China — and their stock surged 5% before the open. That’s the kind of move Tim Sykes built his XGPT system to trade. It scans AI news in real time, filters the noise, and pinpoints when to strike. He’s now showing exactly how it works — before the next headline hits.

Watch how Tim Sykes trades AI headlines for real gains
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%
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%
(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 Seeds Investor LLC ($10.85M).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 92 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 ($2.00M), 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. ($147.23K).

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

Institutional investors have bought a total of 4,074,760 shares in the last 24 months. This purchase volume represents approximately $210.95M in transactions.

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

Of the 20 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), RW Investment Management LLC ($5.96K), Sax Wealth Advisors LLC ($4.56K), BetterWealth LLC ($4.09K), Archer Investment Management LLC ($3.98K), DiNuzzo Private Wealth Inc. ($3.34K), and Modera Wealth Management LLC ($3.14K).

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

Institutional investors have sold a total of 62,738 shares in the last 24 months. This volume of shares sold represents approximately $3.24M in transactions.


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This page (NYSEARCA:DFSB) was last updated on 7/18/2025 by MarketBeat.com Staff
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