Who Owns DFSB?
Dimensional - Global Sustainability Fixed Income ETF — Institutional Ownership & 13F Holdings
$52.07
-0.09 (-0.17%)
Market Cap
$644.1M
Shares Outstanding
12,332,669
Institutional Holders
91
Total Inst. Value
$265.5M
% of Float Held
—
QoQ Holder Change
+58
Institutional data as of Q1 2025
New Positions
30
Closed Positions
10
Increased
38
Decreased
10
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Abacus Wealth Partners, LLC | $107.8M | 2,092,387 |
| 2 | Quantum Financial Advisors, LLC | $23.5M | 456,237 |
| 3 | Blue Oak Capital, LLCNew | $16.4M | 318,061 |
| 4 | Passive Capital Management, LLC.New | $12.6M | 376,440 |
| 5 | SEEDS INVESTOR LLC | $10.1M | 196,625 |
| 6 | RAYMOND JAMES FINANCIAL INCNew | $9.0M | 175,533 |
| 7 | SEI INVESTMENTS CO | $9.0M | 174,506 |
| 8 | Planning Center, Inc.New | $7.6M | 147,228 |
| 9 | Momentous Wealth Management, Inc. | $7.5M | 146,053 |
| 10 | Citrine Capital LLCNew | $7.0M | 135,168 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| Abacus Wealth Partners, LLC | +13K | $107.8M |
| Quantum Financial Advisors, LLC | +59K | $23.5M |
| Blue Oak Capital, LLCNew | +318K | $16.4M |
| Passive Capital Management, LLC.New | +376K | $12.6M |
| RAYMOND JAMES FINANCIAL INCNew | +176K | $9.0M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -21K | $1.1M |
| CURIO WEALTH, LLC | -17K | $853K |
| SEEDS INVESTOR LLC | -16K | $10.1M |
| SAX WEALTH ADVISORS, LLC | -5K | $415K |
| RW Investment Management LLC | -5K | $732K |
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Frequently Asked Questions
How many institutional investors hold DFSB?
As of Q1 2025, 91 institutional investors report holding DFSB (Dimensional - Global Sustainability Fixed Income ETF) in their 13F filings.
Which hedge fund owns the most DFSB?
The largest institutional holder of DFSB is Abacus Wealth Partners, LLC with $107.8M in shares.
Are institutions buying or selling DFSB?
This quarter, 30 institutions opened new positions in DFSB and 10 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.