Go Pro
→ The $15 Gold Fund That Pays Up to $1,152/Month (From Investors Alley) (Ad)tc pixel Free DFSB Stock Alerts

Dimensional Global Sustainability Fixed Income ETF (DFSB) Institutional Ownership

$52.08 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
91
Total
Institutional Inflows
(last 12 months)
$239.86M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$12.56M
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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
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%
1/21/2026Long Island Wealth Management Inc.4,374$227K0.1%N/A0.037%
1/20/2026Citrine Capital LLC159,556$8.27M3.8%+9.3%1.352%
1/16/2026DiNuzzo Private Wealth Inc.10,481$543K0.1%+2.5%0.090%
1/16/2026Wealth Advisors Northwest LLC16,385$849K0.4%+27.6%0.140%
1/15/2026BetterWealth LLC15,363$796K0.2%+4.9%0.131%
1/15/2026Stewardship Advisors LLC6,702$347K0.1%+6.7%0.057%
1/14/2026Allodium Investment Consultants LLC86,878$4.50M2.3%+2.7%0.743%
1/12/2026Sax Wealth Advisors LLC7,366$382K0.0%+30.3%0.063%
Trump's gold order: the announcement they won't put on the front page (Ad)

On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no debate, no vote, one executive order. Gold tripled within three years and climbed 20x over the following decade. Trump holds that same executive authority today, and his advisors are openly saying a reversal is on the table. There are two ways this plays out - both move gold in the same direction. A free briefing breaks down exactly what Nixon did, why Trump is positioned to act, and how to move your 401k into gold before any announcement - tax free.tc pixel

Request the free guide in 30 seconds and get positioned now
1/12/2026Fiduciary Financial Group LLC8,543$443K0.1%+4.6%0.073%
1/12/2026Skyline Advisors Inc.22,790$1.18M0.4%+12.4%0.195%
1/12/2026Archer Investment Management LLC71,624$3.71M2.0%-19.6%0.612%
1/12/2026Quantum Financial Advisors LLC515,112$26.68M2.6%+5.8%4.403%
1/8/2026M. Kulyk & Associates LLC9,144$474K0.1%+109.2%0.078%
1/8/2026Wealth Enhancement Advisory Services LLC92,782$4.81M0.0%+1.9%0.793%
11/17/2025NewEdge Advisors LLC9,034$481K0.0%-23.6%0.084%
11/17/2025Parkshore Wealth Management Inc.159,752$8.51M3.5%+24.4%1.479%
11/17/2025Mercer Global Advisors Inc. ADV616,903$32.86M0.1%+1,327.8%5.712%
11/14/2025von Borstel & Associates Inc.7,997$423K0.1%+7.0%0.074%


DFSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 120 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 ($26.68M), 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 118 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 ($635.60K), Passive Capital Management LLC. ($376.44K), Quantum Financial Advisors LLC ($346.86K), Miracle Mile Advisors LLC ($329.16K), and Simplicity Wealth LLC ($254.28K).

Institutional investors have bought a total of 4,572,553 shares in the last 24 months. This purchase volume represents approximately $239.86M in transactions.

Of the 24 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), Seeds Investor LLC ($10.11K), and Samalin Investment Counsel LLC ($4.24K).

Institutional investors have sold a total of 240,516 shares in the last 24 months. This volume of shares sold represents approximately $12.56M in transactions.


Related Companies

This page (NYSEARCA:DFSB) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel