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Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$49.56 -0.06 (-0.12%)
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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)
88
Total
Institutional Inflows
(last 12 months)
$167.86M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$9.21M
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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
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%
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%
8/23/2026Tanager Wealth Management LLP27,362$1.43M0.1%+5.5%0.191%
8/23/2026Washington Trust Advisors Inc.4,514$235K0.0%+26.3%0.032%
8/22/2026Beacon Hill Wealth Management LTD.44,461$2.32M1.6%N/A0.311%
8/21/2026Mason & Associates Inc13,119$684K0.1%-17.4%0.092%
8/21/2026Legacy Financial Advisors Inc.5,270$275K0.0%-7.8%0.037%
8/20/2026Rehmann Capital Advisory Group17,133$893K0.0%+18.8%0.120%
7/10/2026DiNuzzo Private Wealth Inc.13,128$684K0.1%+23.5%0.096%
7/10/2026Wealthcare Advisory Partners LLC7,131$372K0.0%+5.4%0.052%
7/9/2026Shira Ridge Wealth Management126,923$6.61M2.3%N/A0.926%
7/9/2026Sax Wealth Advisors LLC7,831$405K0.0%+6.3%0.057%
7/8/2026Quantum Financial Advisors LLC540,560$28.17M2.5%+2.7%3.946%
7/8/2026Apella 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%
5/15/2026Broadhurst 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%
5/2/2026Vestment Financial LLC11,192$585K0.3%-3.4%0.087%
5/1/2026Signature Resources Capital Management LLC4,186$217K0.1%+25.2%0.033%
5/1/2026Simplicity Wealth LLC251,974$13.04M0.7%-0.9%1.969%
5/1/2026Sequoia Financial Advisors LLC26,211$1.36M0.0%+69.6%0.205%
4/30/2026Kestra Advisory Services LLC9,400$486K0.0%+6.1%0.073%
4/28/2026Planning Center Inc.188,959$9.78M1.0%+2.6%1.476%
4/27/2026Flagstone Financial Management17,130$886K0.2%-4.2%0.134%
4/27/2026Financial Plan Inc.6,902$357K0.0%+42.6%0.054%
4/25/2026BetterWealth LLC15,656$810K0.2%+1.9%0.123%
4/24/2026Root Financial Partners LLC18,087$936K0.0%+103.6%0.142%
4/23/2026Coston McIsaac & Partners3,521$182K0.0%+15.7%0.028%
4/22/2026Citrine Capital LLC165,210$8.55M3.7%+3.5%1.301%
4/22/2026Creative Capital Management Investments LLC26,629$1.38M0.4%+2.1%0.210%
4/21/2026AA Financial Advisors LLC42,789$2.21M0.3%N/A0.337%
4/21/2026Maseco LLP1,856,701$96.01M3.0%+8.2%14.620%
4/20/2026Apella Capital LLC159,046$8.32M0.1%+23.7%1.252%
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4/17/2026Stewardship Advisors LLC7,055$365K0.1%+5.3%0.056%
4/17/2026Brookstone Capital Management4,315$223K0.0%N/A0.034%
3/9/2026Corient Private Wealth LLC120,420$6.24M0.0%+1.0%1.012%
3/4/2026Rehmann Capital Advisory Group14,426$747K0.0%+6.4%0.121%
2/19/2026Professional 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%
2/17/2026Cardiff Park Advisors LLC2,139$111K0.0%+15.9%0.018%
2/17/2026Momentous 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%
2/13/2026Kestra Advisory Services LLC8,862$459K0.0%+32.4%0.074%
2/13/2026WPWealth LLP11,457$593K0.1%+2.9%0.096%
2/12/2026Rossby Financial LCC3,796$197K0.1%+6.5%0.032%
2/12/2026Jane Street Group LLC62,758$3.25M0.0%-45.9%0.527%
2/12/2026Commonwealth 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%
2/12/2026RAM 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%
2/11/2026Focus Partners Advisor Solutions LLC41,564$2.15M0.0%-55.0%0.349%
2/11/2026LPL Financial LLC41,656$2.16M0.0%+6.7%0.350%
2/11/2026Vermillion Wealth Management Inc.29,560$1.53M0.6%+3.3%0.248%
2/11/2026Petersen Hastings Wealth Advisors Inc.13,116$679K0.1%N/A0.110%
2/11/2026Curio Wealth LLC20,789$1.08M0.4%+15.4%0.175%
2/11/2026Avise Financial Cooperative Inc.7,458$386K0.3%N/A0.063%
2/11/2026Vise Technologies Inc.12,529$649K0.0%N/A0.105%
2/10/2026Greenspring Advisors LLC4,859$252K0.0%+4.2%0.041%
2/10/2026Root Financial Partners LLC8,884$460K0.0%+53.6%0.075%
2/9/2026Flagstone Financial Management17,887$927K0.2%+5.3%0.150%
2/9/2026Parkshore Wealth Management Inc.176,848$9.16M3.4%+10.7%1.486%
2/6/2026Geometric Wealth Advisors13,233$685K0.1%+2.4%0.111%
2/6/2026Summit Wealth Group LLC6,928$359K0.1%-13.5%0.058%
2/6/2026HighTower Advisors LLC14,065$729K0.0%+32.2%0.118%
2/6/2026Aerodigm Wealth LLC13,214$684K0.2%+62.3%0.111%
2/5/2026Mission Wealth Management LP8,048$417K0.0%N/A0.068%
2/5/2026Abacus Wealth Partners LLC2,430,920$125.92M12.3%+7.9%20.428%
2/4/2026Summit Wealth Group LLC Co.48,433$2.51M0.3%N/A0.407%
2/4/2026Legacy Financial Advisors Inc.5,673$294K0.0%+20.1%0.048%
2/4/2026Ballast Rock Private Wealth LLC7,794$404K0.3%N/A0.065%
2/2/2026Composition Wealth LLC327,647$16.97M0.2%-0.5%2.753%
2/2/2026Planning Center Inc.184,211$9.54M1.0%+15.4%1.548%
1/30/2026Simplicity Wealth LLC254,275$13.17M0.8%N/A2.137%
1/30/2026Samalin Investment Counsel LLC27,946$1.45M0.5%+2.2%0.235%
1/29/2026Aspen Capital Management LLC7,939$411K0.1%-19.6%0.067%
1/29/2026Concord Wealth Partners13,493$699K0.1%+7.0%0.113%
1/28/2026Financial Plan Inc.4,839$251K0.0%N/A0.041%
1/27/2026Seeds Investor LLC230,714$11.95M2.3%+12.8%1.939%
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1/26/2026Grand Wealth Management LLC6,831$354K0.2%+5.2%0.057%
1/26/2026JNBA Financial Advisors474$25K0.0%N/A0.004%
1/26/2026Level Financial Advisors10,019$519K0.1%+16.2%0.084%
1/23/2026Farther Finance Advisors LLC5,761$298K0.0%+45.7%0.049%
1/23/2026Creative Capital Management Investments LLC26,092$1.35M0.4%+5.1%0.221%
1/23/2026Vestment Financial LLC11,581$603K0.3%+15.1%0.098%
1/22/2026Maseco LLP1,715,344$88.82M3.9%+7.3%14.537%
1/21/2026ProCore Advisors LLC169,411$8.78M9.0%N/A1.436%
1/21/2026Apella Capital LLC128,555$6.66M0.1%+17.5%1.089%
1/21/2026Signature Resources Capital Management LLC3,344$173K0.1%+21.8%0.028%


DFSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 123 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 120 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 3,201,318 shares in the last 24 months. This purchase volume represents approximately $167.86M 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), Envestnet Asset Management Inc. ($33.04K), Archer Investment Management LLC ($17.51K), NewEdge Advisors LLC ($8.24K), Mason & Associates Inc ($2.77K), and Simplicity Wealth LLC ($2.30K).

Institutional investors have sold a total of 176,588 shares in the last 24 months. This volume of shares sold represents approximately $9.21M 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 9/23/2026. New 13F filings are added each quarter as they're published.
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