Free Trial

Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

→ These AI trades triggered this morning (545% return) (From Prosper Trading Academy) (Ad)
Free DFSB Stock Alerts
$50.46
+0.16 (+0.32%)
(As of 04/26/2024 ET)
Compare
Stock AnalysisChartDividendHoldingsOwnership

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

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$143.77M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$29.00M
Get DFSB Insider Trade Alerts

Want to know when executives and insiders are buying or selling Dimensional Global Sustainability Fixed Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

DFSB Institutional Buying and Selling by Quarter

Dimensional Global Sustainability Fixed Income ETF Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/26/2024Quantum Financial Advisors LLC170,928$8.85M1.6%+54.4%2.999%
4/26/2024LifePro Asset Management7,408$384K0.3%+23.3%0.130%
4/20/2024 BetterWealth LLC15,993$828K0.3%+5.5%0.281%
4/19/2024 Level Financial Advisors5,990$310K0.1%+37.2%0.105%
4/11/2024 RFG Advisory LLC203,688$10.55M0.4%+3.9%7.834%
4/10/2024 Apella Capital LLC39,585$2.03M0.1%+222.9%1.523%
4/10/2024 Abacus Wealth Partners LLC1,795,323$92.96M15.6%-23.2%69.051%
3/15/2024 Hart & Patterson Financial Group LLC5,291$275K0.1%N/A0.204%
2/9/2024Corient Private Wealth LLC73,445$3.81M0.0%N/A2.825%
2/7/2024 Abacus Wealth Partners LLC2,337,449$121.32M20.5%+190.6%89.902%
2/6/2024Concord Wealth Partners11,585$601K0.1%N/A0.446%
2/6/2024DiNuzzo Private Wealth Inc.14,398$747K0.1%N/A0.554%
1/29/2024Grand Wealth Management LLC3,883$202K0.1%+34.6%0.149%
1/25/2024 RFG Advisory LLC196,096$10.18M0.4%+2.0%7.542%
1/23/2024 BetterWealth LLC15,162$787K0.3%+4.0%0.583%
1/23/2024 Level Financial Advisors Inc.4,367$227K0.1%+9.5%0.168%
1/9/2024Quantum Financial Advisors LLC110,674$5.74M1.4%+182.5%4.257%
1/8/2024RAM Investment Partners LLC9,477$492K0.2%N/A0.365%
1/5/2024 Apella Capital LLC12,258$631K0.0%+189.8%0.471%
11/30/2023Modera Wealth Management LLC8,775$437K0.0%-5.9%0.338%
11/29/2023Quantum Financial Advisors LLC39,180$1.95M0.6%+6.2%1.507%
11/16/2023Orion Capital Management LLC2,586$129K0.1%N/A0.099%
11/13/2023 Abacus Wealth Partners LLC804,342$40.10M12.4%+19.4%30.936%
11/13/2023Kestra Advisory Services LLC5,884$293K0.0%+10.0%0.226%
11/8/2023Tanager Wealth Management LLP6,176$308K0.1%+27.7%0.238%
11/2/2023JFS Wealth Advisors LLC3,313$165K0.0%+81.8%0.127%
10/31/2023 Wolff Wiese Magana LLC5,675$283K0.2%-40.0%0.218%
10/30/2023 FirstPurpose Wealth LLC12,262$611K0.3%N/A0.472%
10/23/2023Commonwealth Equity Services LLC53,487$2.67M0.0%+32.9%2.057%
10/18/2023 Level Financial Advisors Inc.3,987$199K0.1%+246.7%0.153%
10/16/2023 RFG Advisory LLC192,250$9.59M0.4%+2.9%7.394%
10/10/2023 Apella Capital LLC4,230$211K0.0%N/A0.163%
10/10/2023 ZRC Wealth Management LLC588$29K0.0%N/A0.023%
10/5/2023LifePro Asset Management6,187$308K0.3%N/A0.238%
8/23/2023Rehmann Capital Advisory Group4,450$228K0.0%N/A0.171%
8/14/2023Buckingham Strategic Partners5,855$299K0.0%N/A0.225%
8/10/2023Commonwealth Equity Services LLC40,258$2.06M0.0%+106.4%1.548%
8/10/2023Quantum Financial Advisors LLC36,890$1.89M0.6%-1.7%1.419%
8/7/2023McIlrath & Eck LLC1,338$68K0.0%N/A0.051%
8/7/2023Modera Wealth Management LLC9,327$477K0.0%N/A0.359%
This AI Trade Machine Made 1,729%* (With 89% Wins) (Ad)

This A.I. trading software called out an options trade the other day with a nearly perfect historical win rate… And a cumulative gain of 1729%. How does it all work?

Click Here To Get Your Free Copy
8/7/2023JFS Wealth Advisors LLC1,822$93K0.0%N/A0.070%
8/3/2023Tanager Wealth Management LLP4,835$247K0.1%N/A0.210%
8/3/2023 RFG Advisory LLC186,750$9.55M0.4%+4.2%8.120%
8/2/2023Bank of Montreal Can15,348$795K0.0%N/A0.667%
7/25/2023 Abacus Wealth Partners LLC673,706$34.45M10.4%+4.9%29.292%
7/24/2023 BetterWealth LLC14,669$750K0.3%+3.7%0.638%
7/14/2023 Level Financial Advisors Inc.1,150$59K0.0%N/A0.050%
5/19/2023 Abacus Wealth Partners LLC642,379$33.38M11.0%N/A27.930%
5/10/2023Grand Wealth Management LLC2,199$114K0.1%N/A0.116%
5/9/2023 RFG Advisory LLC179,187$9.29M0.5%+9.4%9.431%
5/3/2023 Krilogy Financial LLC6,904$358K0.0%-65.5%0.363%
4/24/2023 Creative Capital Management Investments LLC12,889$668K0.5%N/A0.678%
4/20/2023 BetterWealth LLC14,151$734K0.3%N/A0.745%
4/17/2023Baldrige Asset Management LLC10,192$528K0.2%+302.1%0.536%
4/7/2023Quantum Financial Advisors LLC37,510$1.95M0.6%N/A1.974%
2/16/2023 RFG Advisory LLC163,807$8.53M0.4%N/A8.621%
2/9/2023Dimensional Fund Advisors LP200,000$10.08B3.0%N/A10.526%
2/9/2023 Wolff Wiese Magana LLC9,455$474K0.4%N/A0.498%
(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, 31 institutional investors and hedge funds held shares of Dimensional Global Sustainability Fixed Income ETF. The most heavily invested institutionals were Dimensional Fund Advisors LP ($10.08B), Abacus Wealth Partners LLC ($92.96M), RFG Advisory LLC ($10.55M), Quantum Financial Advisors LLC ($8.85M), Corient Private Wealth LLC ($3.81M), Commonwealth Equity Services LLC ($2.67M), and Apella Capital LLC ($2.03M).Learn more on DFSB's institutional investors.

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

Of the 30 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 ($2.34M), RFG Advisory LLC ($203.69K), Dimensional Fund Advisors LP ($200K), Quantum Financial Advisors LLC ($171.55K), Corient Private Wealth LLC ($73.45K), Apella Capital LLC ($39.59K), and Commonwealth Equity Services LLC ($33.98K).

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

Institutional investors have bought a total of 3,225,085 shares in the last 24 months. This purchase volume represents approximately $166.21M in transactions.

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

The following institutional investors have sold Dimensional Global Sustainability Fixed Income ETF stock in the last 24 months: Abacus Wealth Partners LLC ($542.13K), Krilogy Financial LLC ($13.09K), Wolff Wiese Magana LLC ($3.78K), Quantum Financial Advisors LLC ($620.00), and Modera Wealth Management LLC ($552.00).

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

Institutional investors have sold a total of 560,172 shares in the last 24 months. This volume of shares sold represents approximately $29.00M in transactions.


Related Companies:
This page (NYSEARCA:DFSB) was last updated on 4/28/2024 by MarketBeat.com Staff

From Our Partners
Conflict In Israel Sends Gold Soaring ???? Here’s How To Get Your Share
Colonial Metals
This AI Trade Machine Made 1,729%* (With 89% Wins)
Prosper Trading Academy
He Is Giving Away Bitcoin
Crypto Swap Profits
Bitcoin Rockets To Record High But Buy THIS Instead
Paradigm Press
The A.I. story nobody is telling you (Read ASAP)
TradeSmith
Protect Your Bank Account Before It’s Too Late
Weiss Ratings
Why Big Pharma is Investing Billions in This Biotech
Behind the Markets
Jeff Bezos Just Humiliated Elon Musk
InvestorPlace