Momentous Wealth Management Inc. lifted its holdings in shares of Dimensional Global Sustainability Fixed Income ETF (NYSEARCA:DFSB – Free Report) by 7.9% during the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 157,566 shares of the company’s stock after purchasing an additional 11,513 shares during the quarter. Dimensional Global Sustainability Fixed Income ETF accounts for 5.3% of Momentous Wealth Management Inc.’s holdings, making the stock its 6th largest position. Momentous Wealth Management Inc. owned 1.64% of Dimensional Global Sustainability Fixed Income ETF worth $8,261,000 as of its most recent SEC filing.
Several other institutional investors have also made changes to their positions in the stock. Creative Planning bought a new position in Dimensional Global Sustainability Fixed Income ETF during the 2nd quarter worth $310,000. RAM Investment Partners LLC grew its holdings in shares of Dimensional Global Sustainability Fixed Income ETF by 21.0% during the 2nd quarter. RAM Investment Partners LLC now owns 48,932 shares of the company’s stock worth $2,566,000 after purchasing an additional 8,504 shares in the last quarter. Summit Wealth Group LLC increased its position in shares of Dimensional Global Sustainability Fixed Income ETF by 68.6% in the second quarter. Summit Wealth Group LLC now owns 8,060 shares of the company’s stock worth $423,000 after purchasing an additional 3,280 shares during the period. Envestnet Asset Management Inc. raised its stake in Dimensional Global Sustainability Fixed Income ETF by 371.9% in the second quarter. Envestnet Asset Management Inc. now owns 36,919 shares of the company’s stock valued at $1,936,000 after purchasing an additional 29,095 shares in the last quarter. Finally, Aspen Capital Management LLC raised its stake in Dimensional Global Sustainability Fixed Income ETF by 127.1% in the second quarter. Aspen Capital Management LLC now owns 10,237 shares of the company’s stock valued at $537,000 after purchasing an additional 5,729 shares in the last quarter.
Dimensional Global Sustainability Fixed Income ETF Trading Down 0.3%
Shares of Dimensional Global Sustainability Fixed Income ETF stock opened at $52.53 on Tuesday. Dimensional Global Sustainability Fixed Income ETF has a 12-month low of $50.14 and a 12-month high of $53.86. The firm’s 50-day moving average price is $53.10 and its two-hundred day moving average price is $52.60.
About Dimensional Global Sustainability Fixed Income ETF
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.
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