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
15 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
59.0%
+31.7 pts
Top 5
100.0%
+36.5 pts
Top 10
100.0%
+24.4 pts
HHI
5,008
Highly concentrated+3,730
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
2
Decreased
0
Sold Out
117
Unchanged
0
Holder count:
-116
Institutional value:
-97.6%
Shares held:
-97.6%
Top Buyers
vs Mar 31, 2026| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | +10,298 | 135,845 | |
| 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 |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 90,070 | $4,693,547 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Abacus Wealth Partners, LLC | 2,610,181 | $135,058,595 | |
| Micro MASECO LLP | 1,856,701 | $96,071,279 | |
| Large MERCER GLOBAL ADVISORS INC /ADV | 841,677 | $43,550,893 | |
| Small Quantum Financial Advisors, LLC | 526,362 | $27,235,548 | |
| Large SEI INVESTMENTS CO | 261,136 | $13,511,960 |
| 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 |