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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)
94
Total
Institutional Inflows
(last 12 months)
$164.26M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$8.87M
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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
11/13/2026Fiduciary Financial Advisors16,360$810K0.1%-36.4%0.107%
11/11/2026 Private Advisor Group LLC18,823$933K0.0%N/A0.123%
11/11/2026 Focus Advisor Solutions LLC101,968$5.05M0.0%+8.1%0.666%
11/10/2026 Composition Wealth LLC24,646$1.22M0.0%N/A0.161%
11/10/2026 M. Kulyk & Associates LLC8,983$445K0.1%+25.6%0.059%
11/10/2026 HighTower Advisors LLC19,441$963K0.0%N/A0.127%
11/9/2026 Harbour Investments Inc.836$41K0.0%N/A0.005%
11/7/2026 Silver Oak Advisory Group Inc.15,732$780K0.3%N/A0.103%
11/3/2026 Abacus Wealth Partners LLC3,172,806$157.21M17.8%+10.1%20.737%
11/2/2026 Commonwealth Equity Services LLC21,780$1.08M0.0%N/A0.142%
10/31/2026 Babb Wealth Advisors LLC35,287$1.75M0.8%+22.2%0.234%
10/30/2026 Summit Wealth Group LLC Co.49,307$2.44M0.2%+0.5%0.327%
10/29/2026 Wealth Advisors Northwest LLC24,595$1.22M0.4%+16.2%0.163%
10/29/2026 Vise Technologies Inc.33,132$1.64M0.0%+31.7%0.219%
10/29/2026 Modera Wealth Management LLC17,096$847K0.0%N/A0.113%
10/28/2026 Creative Capital Management Investments LLC35,849$1.78M0.4%+4.7%0.237%
10/27/2026 Wheels Up Wealth Inc.47,922$2.38M2.0%+51.7%0.317%
10/27/2026 Petersen Hastings Wealth Advisors Inc.16,778$831K0.1%+25.2%0.111%
10/27/2026 SYM FINANCIAL Corp682$34K0.0%N/A0.005%
10/26/2026 Ballast Rock Private Wealth LLC8,139$403K0.2%+4.4%0.054%
10/24/2026 Samalin Investment Counsel LLC28,885$1.43M0.4%N/A0.191%
10/23/2026 Simplicity Wealth LLC301,678$14.95M0.4%+4.0%1.998%
10/22/2026 Clarity Wealth Development LLC159,833$7.92M4.5%+121.8%1.058%
10/22/2026 Root Financial Partners LLC29,398$1.46M0.0%+37.0%0.195%
10/21/2026 Beacon Hill Wealth Management LTD.48,854$2.42M1.5%+9.9%0.326%
10/21/2026 Momentous Wealth Management Inc.216,808$10.74M5.2%+14.4%1.445%
10/20/2026 Freedom Day Solutions LLC11,663$578K0.1%N/A0.078%
10/20/2026 Verisail Partners LLC13,764$682K0.3%+2.5%0.092%
10/20/2026 Equita Financial Network Inc.36,503$1.81M0.5%+312.1%0.243%
10/19/2026 AA Financial Advisors LLC48,123$2.38M0.3%+13.8%0.321%
10/14/2026 Allodium Investment Consultants LLC120,462$5.97M2.5%+9.0%0.803%
10/14/2026 Shore Point Advisors LLC7,996$396K0.1%+3.2%0.053%
10/14/2026 Citrine Capital LLC172,560$8.55M2.9%+5.1%1.150%
10/13/2026 Level Financial Advisors7,691$381K0.1%-50.0%0.051%
10/8/2026 Farther Finance Advisors LLC30,135$1.49M0.0%-31.8%0.201%
10/8/2026 Apella Capital LLC194,439$9.66M0.1%+7.2%1.296%
9/23/2026Envestnet Asset Management Inc.5,183$270K0.0%+6.3%0.036%
9/9/2026Sequoia Financial Advisors LLC36,340$1.89M0.0%+38.6%0.254%
9/9/2026Cahill Financial Advisors Inc.10,544$549K0.1%-2.6%0.074%
9/9/2026NewEdge Advisors LLC3,884$202K0.0%-56.3%0.027%
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9/2/2026Citadel Advisors LLC90,070$4.69M0.0%N/A0.630%
8/27/2026Corient Private Wealth LP135,845$7.08M0.0%+8.2%0.950%
8/23/2026 Tanager Wealth Management LLP27,362$1.43M0.1%+5.5%0.191%
8/23/2026 Washington Trust Advisors Inc.4,514$235K0.0%+26.3%0.032%
8/22/2026 Beacon Hill Wealth Management LTD.44,461$2.32M1.6%N/A0.311%
8/21/2026Mason & Associates Inc13,119$684K0.1%-17.4%0.092%
8/21/2026 Legacy Financial Advisors Inc.5,270$275K0.0%-7.8%0.037%
8/20/2026 Rehmann Capital Advisory Group17,133$893K0.0%+18.8%0.120%
7/10/2026 DiNuzzo Private Wealth Inc.13,128$684K0.1%+23.5%0.096%
7/10/2026 Wealthcare Advisory Partners LLC7,131$372K0.0%+5.4%0.052%
7/9/2026 Shira Ridge Wealth Management126,923$6.61M2.3%N/A0.926%
7/9/2026 Sax Wealth Advisors LLC7,831$405K0.0%+6.3%0.057%
7/8/2026 Quantum Financial Advisors LLC540,560$28.17M2.5%+2.7%3.946%
7/8/2026 Apella Capital LLC181,331$9.40M0.1%+14.0%1.324%
6/3/2026NewEdge Advisors LLC8,887$460K0.0%-2.5%0.069%
5/19/2026NewEdge Advisors LLC8,887$460K0.0%-2.5%0.069%
5/18/2026Royal Bank of Canada5,702$295K0.0%+43.3%0.045%
5/15/2026 Broadhurst Jeffrey B44,869$2.32M2.4%N/A0.351%
5/14/2026 Sei Investments Co.261,136$13.51M0.0%+6.3%2.040%
5/12/2026 Fortis Capital Management LLC7,586$393K0.0%N/A0.059%
5/2/2026 Vestment Financial LLC11,192$585K0.3%-3.4%0.087%
5/1/2026 Signature Resources Capital Management LLC4,186$217K0.1%+25.2%0.033%
5/1/2026 Simplicity Wealth LLC251,974$13.04M0.7%-0.9%1.969%
5/1/2026Sequoia Financial Advisors LLC26,211$1.36M0.0%+69.6%0.205%
4/30/2026 Kestra Advisory Services LLC9,400$486K0.0%+6.1%0.073%
4/28/2026 Planning Center Inc.188,959$9.78M1.0%+2.6%1.476%
4/27/2026 Flagstone Financial Management17,130$886K0.2%-4.2%0.134%
4/27/2026Financial Plan Inc.6,902$357K0.0%+42.6%0.054%
4/25/2026 BetterWealth LLC15,656$810K0.2%+1.9%0.123%
4/24/2026 Root Financial Partners LLC18,087$936K0.0%+103.6%0.142%
4/23/2026 Coston McIsaac & Partners3,521$182K0.0%+15.7%0.028%
4/22/2026 Citrine Capital LLC165,210$8.55M3.7%+3.5%1.301%
4/22/2026 Creative Capital Management Investments LLC26,629$1.38M0.4%+2.1%0.210%
4/21/2026 AA Financial Advisors LLC42,789$2.21M0.3%N/A0.337%
4/21/2026 Maseco LLP1,856,701$96.01M3.0%+8.2%14.620%
4/20/2026 Apella Capital LLC159,046$8.32M0.1%+23.7%1.252%
4/17/2026 Stewardship Advisors LLC7,055$365K0.1%+5.3%0.056%
4/17/2026 Brookstone Capital Management4,315$223K0.0%N/A0.034%
3/9/2026Corient Private Wealth LLC120,420$6.24M0.0%+1.0%1.012%
3/4/2026 Rehmann Capital Advisory Group14,426$747K0.0%+6.4%0.121%
2/19/2026 Professional Financial Solutions LLC ADV12,780$662K0.6%N/A0.107%
2/19/2026Corient Private Wealth LLC120,420$6.24M0.0%+1.0%1.012%
2/18/2026Mercer Global Advisors Inc. ADV742,208$38.45M0.1%+20.3%6.237%
2/18/2026Beacon Pointe Advisors LLC45,353$2.35M0.0%+241.5%0.381%
2/18/2026Cahill Financial Advisors Inc.10,829$561K0.1%+9.0%0.091%
2/17/2026 Cardiff Park Advisors LLC2,139$111K0.0%+15.9%0.018%
2/17/2026 Momentous Wealth Management Inc.173,216$8.97M5.1%+8.4%1.456%
2/17/2026Royal Bank of Canada3,980$206K0.0%+310.3%0.033%
2/13/2026 Kestra Advisory Services LLC8,862$459K0.0%+32.4%0.074%
2/13/2026WPWealth LLP11,457$593K0.1%+2.9%0.096%
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2/12/2026 Rossby Financial LCC3,796$197K0.1%+6.5%0.032%
2/12/2026 Jane Street Group LLC62,758$3.25M0.0%-45.9%0.527%
2/12/2026 Commonwealth Equity Services LLC19,469$1.01M0.0%+6.5%0.164%
2/12/2026 von Borstel & Associates Inc.9,432$488K0.1%+17.9%0.079%
2/12/2026Betterment LLC55,176$2.86M0.0%+30.8%0.464%
2/12/2026 Compass Capital Corp MA ADV7,063$369K0.1%+4.5%0.059%
2/12/2026 RAM Investment Partners LLC59,084$3.06M0.6%+14.6%0.497%
2/11/2026 Babb Wealth Advisors LLC22,953$1.19M0.7%+30.0%0.193%
2/11/2026 Focus Partners Advisor Solutions LLC41,564$2.15M0.0%-55.0%0.349%
2/11/2026 LPL Financial LLC41,656$2.16M0.0%+6.7%0.350%


DFSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 130 institutional investors and hedge funds held shares of Dimensional Global Sustainability Fixed Income ETF. The most heavily invested institutionals were Abacus Wealth Partners LLC ($157.21M), Maseco LLP ($96.01M), Mercer Global Advisors Inc. ADV ($38.45M), Quantum Financial Advisors LLC ($28.17M), Passive Capital Management LLC. ($19.39M), Miracle Mile Advisors LLC ($17.54M), and Blue Oak Capital LLC ($17.52M).Learn more on Dimensional Global Sustainability Fixed Income ETF's institutional investors.

Of the 127 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: Maseco LLP ($1.71M), Abacus Wealth Partners LLC ($788.91K), Mercer Global Advisors Inc. ADV ($699.00K), Passive Capital Management LLC. ($376.44K), Miracle Mile Advisors LLC ($329.16K), Simplicity Wealth LLC ($265.85K), and Seeds Investor LLC ($239.14K).

Institutional investors have bought a total of 3,182,844 shares in the last 24 months. This purchase volume represents approximately $164.26M in transactions.

Of the 16 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 ($53.17K), Focus Partners Advisor Solutions LLC ($50.87K), Archer Investment Management LLC ($17.51K), Farther Finance Advisors LLC ($14.06K), Fiduciary Financial Advisors ($9.38K), NewEdge Advisors LLC ($8.24K), and Level Financial Advisors ($7.69K).

Institutional investors have sold a total of 172,393 shares in the last 24 months. This volume of shares sold represents approximately $8.87M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:DFSB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/13/2026. New 13F filings are added each quarter as they're published.
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