DFSB · Dimensional Global Sustainability Fixed Income ETF ETF
$50.63
+0.00 (+0.00%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $12,007,184
Total Shares: 230,420
Institutional Ownership Trend
5 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
59.0%
−41.0 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
5,008
Highly concentrated−4,992
Quarterly Activity
vs Mar 31, 2026
New
2
Increased
1
Decreased
0
Sold Out
0
Unchanged
0
Holder count:
+2
Institutional value:
+5105.4%
Shares held:
+5068.7%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small MLG Wealth Management DBA Pine Grove Financial Group | +47 | 4,505 |
Top Sellers
vs Mar 31, 2026No qualifying movers this quarter.
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 135,845 | $7,078,882 | |
| Mega CITADEL ADVISORS LLC | 90,070 | $4,693,547 |
Top Sold-Out Positions
vs Mar 31, 2026No fully closed positions this quarter.
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC DFSB | $7,078,882 | 58.96% | 135,845 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC DFSB | $4,693,547 | 39.09% | 90,070 | Shares | 2026-09-02 | |
| Small MLG Wealth Management DBA Pine Grove Financial Group DFSB | $234,755 | 1.96% | 4,505 | Shares | 2026-09-02 |