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Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

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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)
76
Total
Institutional Inflows
(last 12 months)
$142.72M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$2.77M
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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
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%
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4/14/2025 Greenspring 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%
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%
2/14/2025Parkshore 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%
2/14/2025WPWealth 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%
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%
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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%
(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, 90 institutional investors and hedge funds held shares of Dimensional Global Sustainability Fixed Income ETF. The most heavily invested institutionals were Abacus Wealth Partners LLC ($107.76M), Quantum Financial Advisors LLC ($23.50M), Passive Capital Management LLC. ($19.39M), RFG Advisory LLC ($12.00M), Seeds Investor LLC ($10.85M), Raymond James Financial Inc. ($9.04M), and Planning Center Inc. ($7.58M).Learn more on DFSB's institutional investors.

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

Of the 87 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 ($1.99M), Quantum Financial Advisors LLC ($419.35K), Passive Capital Management LLC. ($376.44K), Seeds Investor LLC ($212.91K), Raymond James Financial Inc. ($175.53K), Planning Center Inc. ($147.23K), and Momentous Wealth Management Inc. ($146.05K).

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

Institutional investors have bought a total of 4,967,528 shares in the last 24 months. This purchase volume represents approximately $255.76M in transactions.

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

Of the 19 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), Jane Street Group LLC ($23.40K), Commonwealth Equity Services LLC ($8.75K), RW Investment Management LLC ($5.96K), Sax Wealth Advisors LLC ($4.56K), BetterWealth LLC ($4.09K), and Archer Investment Management LLC ($3.98K).

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

Institutional investors have sold a total of 608,537 shares in the last 24 months. This volume of shares sold represents approximately $31.48M in transactions.


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This page (NYSEARCA:DFSB) was last updated on 5/23/2025 by MarketBeat.com Staff
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