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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 %
CCMI
26
Creative Capital Management Investments
California
$1.29M 24,610 – –
VWM
27
Vermillion Wealth Management
Minnesota
$1.25M 23,901 -2,935 -11%
TWM
28
Tanager Wealth Management
United Kingdom
$1.24M 23,726 +321 +1%
SA
29
Skyline Advisors
Washington
$1.04M 19,858 +1,389 +8%
CW
30
Curio Wealth
Maryland
$940K 17,920 +17,910 +179,100%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$930K 17,730 -37,826 -68%
BWA
32
Babb Wealth Advisors
Arizona
$925K 17,649 -148 -0.8%
SCA
33
Strathmore Capital Advisors
North Carolina
$896K 17,149 +17,149 New
RIM
34
RW Investment Management
Idaho
$745K 14,204 – –
B
35
BetterWealth
California
$741K 14,131 +584 +4%
SFA
36
Sequoia Financial Advisors
Ohio
$730K 13,922 +213 +2%
MWM
37
Modera Wealth Management
New Jersey
$693K 13,212 +9 +0.1%
CWP
38
Concord Wealth Partners
Virginia
$661K 12,616 – –
CAMV
39
Concord Asset Management (Virginia)
Virginia
$661K 12,616 +12,616 New
FFM
40
Flagstone Financial Management
Nebraska
$654K 12,470 +3,561 +40%
NA
41
NewEdge Advisors
Louisiana
$620K 11,821 -106 -0.9%
DPW
42
DiNuzzo Private Wealth
Pennsylvania
$597K 11,387 -885 -7%
GWA
43
Geometric Wealth Advisors
District of Columbia
$591K 11,280 -432 -4%
W
44
WPWealth
Texas
$584K 11,135 -598 -5%
PAG
45
Private Advisor Group
New Jersey
$564K 10,752 +365 +4%
HighTower Advisors
46
HighTower Advisors
Illinois
$559K 10,654 – –
WAN
47
Wealth Advisors Northwest
Oregon
$556K 10,611 +354 +3%
ACM
48
Aspen Capital Management
Idaho
$537K 10,237 +5,729 +127%
AFG
49
Altiora Financial Group
Ohio
$524K 10,000 – –
CFA
50
Cahill Financial Advisors
Minnesota
$521K 9,937 – –
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