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Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$50.91 -0.19 (-0.37%)
As of 12:03 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$159.63M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$11.13M
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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
7/10/2026 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%
6/3/2026 NewEdge Advisors LLC8,887$460K0.0%-2.5%0.069%
5/19/2026 NewEdge 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%
5/14/2026Sei Investments Co.261,136$13.51M0.0%+6.3%2.040%
5/12/2026Fortis 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%
5/1/2026 Sequoia 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%
3/9/2026 Corient Private Wealth LLC120,420$6.24M0.0%+1.0%1.012%
3/4/2026Rehmann Capital Advisory Group14,426$747K0.0%+6.4%0.121%
2/19/2026 Professional Financial Solutions LLC ADV12,780$662K0.6%N/A0.107%
2/19/2026 Corient Private Wealth LLC120,420$6.24M0.0%+1.0%1.012%
2/18/2026 Mercer 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%
2/18/2026 Cahill Financial Advisors Inc.10,829$561K0.1%+9.0%0.091%
2/17/2026Cardiff 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%
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2/13/2026 Kestra Advisory Services LLC8,862$459K0.0%+32.4%0.074%
2/13/2026 WPWealth LLP11,457$593K0.1%+2.9%0.096%
2/12/2026 Rossby Financial LCC3,796$197K0.1%+6.5%0.032%
2/12/2026Jane 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%
2/12/2026von Borstel & Associates Inc.9,432$488K0.1%+17.9%0.079%
2/12/2026Betterment LLC55,176$2.86M0.0%+30.8%0.464%
2/12/2026Compass 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%
2/11/2026Babb 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%
2/11/2026 Vermillion Wealth Management Inc.29,560$1.53M0.6%+3.3%0.248%
2/11/2026 Petersen Hastings Wealth Advisors Inc.13,116$679K0.1%N/A0.110%
2/11/2026 Curio Wealth LLC20,789$1.08M0.4%+15.4%0.175%
2/11/2026 Avise Financial Cooperative Inc.7,458$386K0.3%N/A0.063%
2/11/2026 Vise Technologies Inc.12,529$649K0.0%N/A0.105%
2/10/2026 Greenspring Advisors LLC4,859$252K0.0%+4.2%0.041%
2/10/2026 Root Financial Partners LLC8,884$460K0.0%+53.6%0.075%
2/9/2026 Flagstone Financial Management17,887$927K0.2%+5.3%0.150%
2/9/2026 Parkshore Wealth Management Inc.176,848$9.16M3.4%+10.7%1.486%
2/6/2026 Geometric Wealth Advisors13,233$685K0.1%+2.4%0.111%
2/6/2026 Summit Wealth Group LLC6,928$359K0.1%-13.5%0.058%
2/6/2026 HighTower Advisors LLC14,065$729K0.0%+32.2%0.118%
2/6/2026 Aerodigm Wealth LLC13,214$684K0.2%+62.3%0.111%
2/5/2026 Mission Wealth Management LP8,048$417K0.0%N/A0.068%
2/5/2026 Abacus Wealth Partners LLC2,430,920$125.92M12.3%+7.9%20.428%
2/4/2026 Summit Wealth Group LLC Co.48,433$2.51M0.3%N/A0.407%
2/4/2026 Legacy Financial Advisors Inc.5,673$294K0.0%+20.1%0.048%
2/4/2026 Ballast Rock Private Wealth LLC7,794$404K0.3%N/A0.065%
2/2/2026 Composition Wealth LLC327,647$16.97M0.2%-0.5%2.753%
2/2/2026 Planning Center Inc.184,211$9.54M1.0%+15.4%1.548%
1/30/2026 Simplicity Wealth LLC254,275$13.17M0.8%N/A2.137%
1/30/2026 Samalin Investment Counsel LLC27,946$1.45M0.5%+2.2%0.235%
1/29/2026 Aspen Capital Management LLC7,939$411K0.1%-19.6%0.067%
1/29/2026 Concord Wealth Partners13,493$699K0.1%+7.0%0.113%
1/28/2026Financial Plan Inc.4,839$251K0.0%N/A0.041%
1/27/2026 Seeds Investor LLC230,714$11.95M2.3%+12.8%1.939%
1/26/2026 Grand Wealth Management LLC6,831$354K0.2%+5.2%0.057%
1/26/2026 JNBA Financial Advisors474$25K0.0%N/A0.004%
1/26/2026 Level Financial Advisors10,019$519K0.1%+16.2%0.084%
1/23/2026 Farther Finance Advisors LLC5,761$298K0.0%+45.7%0.049%
1/23/2026 Creative Capital Management Investments LLC26,092$1.35M0.4%+5.1%0.221%
1/23/2026 Vestment Financial LLC11,581$603K0.3%+15.1%0.098%
1/22/2026 Maseco LLP1,715,344$88.82M3.9%+7.3%14.537%
1/21/2026 ProCore Advisors LLC169,411$8.78M9.0%N/A1.436%
1/21/2026 Apella Capital LLC128,555$6.66M0.1%+17.5%1.089%
1/21/2026 Signature Resources Capital Management LLC3,344$173K0.1%+21.8%0.028%
1/21/2026 Long Island Wealth Management Inc.4,374$227K0.1%N/A0.037%
1/20/2026 Citrine Capital LLC159,556$8.27M3.8%+9.3%1.352%
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1/16/2026 DiNuzzo Private Wealth Inc.10,481$543K0.1%+2.5%0.090%
1/16/2026 Wealth Advisors Northwest LLC16,385$849K0.4%+27.6%0.140%
1/15/2026 BetterWealth LLC15,363$796K0.2%+4.9%0.131%
1/15/2026 Stewardship Advisors LLC6,702$347K0.1%+6.7%0.057%
1/14/2026 Allodium Investment Consultants LLC86,878$4.50M2.3%+2.7%0.743%
1/12/2026 Sax Wealth Advisors LLC7,366$382K0.0%+30.3%0.063%
1/12/2026 Fiduciary Financial Group LLC8,543$443K0.1%+4.6%0.073%
1/12/2026 Skyline Advisors Inc.22,790$1.18M0.4%+12.4%0.195%
1/12/2026 Archer Investment Management LLC71,624$3.71M2.0%-19.6%0.612%
1/12/2026 Quantum Financial Advisors LLC515,112$26.68M2.6%+5.8%4.403%


DFSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 121 institutional investors and hedge funds held shares of Dimensional Global Sustainability Fixed Income ETF. The most heavily invested institutionals were Abacus Wealth Partners LLC ($125.92M), 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 119 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), Mercer Global Advisors Inc. ADV ($699.00K), Abacus Wealth Partners LLC ($573.74K), Passive Capital Management LLC. ($376.44K), Miracle Mile Advisors LLC ($329.16K), Simplicity Wealth LLC ($254.28K), and Seeds Investor LLC ($239.14K).

Institutional investors have bought a total of 3,043,359 shares in the last 24 months. This purchase volume represents approximately $159.63M in transactions.

Of the 14 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), Corient Private Wealth LLC ($45.24K), Envestnet Asset Management Inc. ($33.04K), Archer Investment Management LLC ($17.51K), NewEdge Advisors LLC ($3.24K), and Simplicity Wealth LLC ($2.30K).

Institutional investors have sold a total of 213,319 shares in the last 24 months. This volume of shares sold represents approximately $11.13M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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