Dimensional Global Sustainability Fixed Income ETF $DFSB is Quantum Financial Advisors LLC’s 8th Largest Position

Quantum Financial Advisors LLC lifted its holdings in shares of Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB) by 5.8% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 515,112 shares of the company’s stock after buying an additional 28,060 shares during the period. Dimensional Global Sustainability Fixed Income ETF makes up approximately 2.6% of Quantum Financial Advisors LLC’s holdings, making the stock its 8th largest position. Quantum Financial Advisors LLC owned approximately 4.40% of Dimensional Global Sustainability Fixed Income ETF worth $26,683,000 as of its most recent filing with the SEC.

Several other institutional investors have also recently added to or reduced their stakes in the stock. M. Kulyk & Associates LLC increased its position in Dimensional Global Sustainability Fixed Income ETF by 109.2% in the 4th quarter. M. Kulyk & Associates LLC now owns 9,144 shares of the company’s stock valued at $474,000 after acquiring an additional 4,774 shares during the period. Wealth Enhancement Advisory Services LLC lifted its position in Dimensional Global Sustainability Fixed Income ETF by 1.9% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 92,782 shares of the company’s stock worth $4,814,000 after acquiring an additional 1,749 shares during the period. Parkshore Wealth Management Inc. grew its stake in shares of Dimensional Global Sustainability Fixed Income ETF by 24.4% in the 3rd quarter. Parkshore Wealth Management Inc. now owns 159,752 shares of the company’s stock valued at $8,510,000 after purchasing an additional 31,290 shares during the last quarter. Mercer Global Advisors Inc. ADV increased its holdings in shares of Dimensional Global Sustainability Fixed Income ETF by 1,327.8% in the third quarter. Mercer Global Advisors Inc. ADV now owns 616,903 shares of the company’s stock valued at $32,862,000 after purchasing an additional 573,697 shares during the period. Finally, von Borstel & Associates Inc. increased its holdings in shares of Dimensional Global Sustainability Fixed Income ETF by 7.0% in the third quarter. von Borstel & Associates Inc. now owns 7,997 shares of the company’s stock valued at $423,000 after purchasing an additional 524 shares during the period.

Dimensional Global Sustainability Fixed Income ETF Stock Up 0.4%

Shares of NYSEARCA DFSB opened at $51.58 on Tuesday. The stock has a fifty day moving average price of $52.18 and a 200 day moving average price of $52.57. Dimensional Global Sustainability Fixed Income ETF has a 1-year low of $50.15 and a 1-year high of $53.86.

Dimensional Global Sustainability Fixed Income ETF Profile

The Dimensional Global Sustainability Fixed Income ETF (DFSB) is an exchange-traded fund that mostly invests in investment grade fixed income. The fund is an actively managed fund that provides broad exposure to investment-grade government and corporate debt securities from development markets. The fund considers environment and sustainability to target longer-term securities. DFSB was launched on Nov 15, 2022 and is managed by Dimensional.