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Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

93 hedge funds and large institutions have $351M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.25%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
10
Increased
38
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MPW
1
MASECO Private Wealth
$76.3M
2
PWM
2
Parkshore Wealth Management
California
$6.74M
3
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$2.27M
4
SWGC
4
Summit Wealth Group (Colorado)
Colorado
$1.91M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.94M

Top Sellers

1
PCM
1
Passive Capital Management
Maryland
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$930K
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$5.5M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$110M 2,098,846 +6,459 +0.3%
MPW
2
MASECO Private Wealth
$76.3M 1,455,542 +1,455,542 New
QFA
3
Quantum Financial Advisors
California
$23.8M 453,561 -2,676 -0.6%
BOC
4
Blue Oak Capital
California
$17.5M 334,101 +16,040 +5%
SEI Investments
5
SEI Investments
Pennsylvania
$10M 190,988 +16,482 +9%
SI
6
Seeds Investor
New York
$9.78M 186,511 -10,114 -5%
PCI
7
Planning Center Inc
Illinois
$8.32M 158,678 +11,450 +8%
MWM
8
Momentous Wealth Management
Washington
$8.26M 157,566 +11,513 +8%
CC
9
Citrine Capital
California
$7.46M 142,320 +7,152 +5%
PWM
10
Parkshore Wealth Management
California
$6.74M 128,462 +38,875 +43%
Corient Private Wealth
11
Corient Private Wealth
Florida
$5.5M 104,854 -22,618 -18%
AIM
12
Archer Investment Management
Texas
$4.54M 86,640 +1,334 +2%
AC
13
Apella Capital
Connecticut
$4.47M 85,659 +7,019 +9%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.37M 83,531 +2,681 +3%
AIC
15
Allodium Investment Consultants
Minnesota
$3.99M 76,109 +10,246 +16%
OIA
16
OneDigital Investment Advisors
Kansas
$2.82M 53,802 -9,303 -15%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$2.76M 52,613 +5,284 +11%
RIP
18
RAM Investment Partners
Washington
$2.57M 48,932 +8,504 +21%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.27M 43,206 +38,248 +771%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.94M 36,919 +29,095 +372%
SWGC
21
Summit Wealth Group (Colorado)
Colorado
$1.91M 36,406 +36,406 New
LPL Financial
22
LPL Financial
California
$1.9M 36,286 +6,282 +21%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.74M 33,096 +20,568 +164%
Betterment LLC
24
Betterment LLC
New York
$1.54M 29,362 -704 -2%
SIC
25
Samalin Investment Counsel
New York
$1.38M 26,248 -4,244 -14%
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