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Dimensional Global Sustainability Fixed Income ETF
DFSB

118 hedge funds and large institutions have $497M invested in Dimensional Global Sustainability Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 14

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

7% more funds holding

Funds holding: 110 → 118 (+8)

4% more capital invested

Capital invested by funds: $476M → $497M (+$20.4M)

2.51% less ownership

Funds ownership: 79.29% → 76.78% (-2.5%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
12
Increased
63
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
Abacus Wealth Partners
California
+$9.34M
2
MPW
MASECO Private Wealth
+$7.36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.18M
4
BPA
Beacon Pointe Advisors
California
+$2.27M
5
AFA
AA Financial Advisors
Ohio
+$2.23M

Top Sellers

1
PA
ProCore Advisors
California
-$8.78M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$6M
3
MMA
Miracle Mile Advisors
California
-$4.3M
4
AIM
Archer Investment Management
Texas
-$3.71M
5
Jane Street
Jane Street
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
26
AA Financial Advisors
Ohio
$2.21M +$2.23M +42,789 New
VWM
27
Vermillion Wealth Management
Minnesota
$1.53M – – –
WUW
28
Wheels Up Wealth
California
$1.43M +$137K +2,638 +11%
SIC
29
Samalin Investment Counsel
New York
$1.4M -$44.4K -852 -3%
CCMI
30
Creative Capital Management Investments
California
$1.38M +$28K +537 +2%
SFA
31
Sequoia Financial Advisors
Ohio
$1.36M +$560K +10,755 +70%
TWM
32
Tanager Wealth Management
United Kingdom
$1.34M +$7.55K +145 +0.6%
BWA
33
Babb Wealth Advisors
Arizona
$1.31M +$123K +2,362 +10%
RIM
34
RW Investment Management
Idaho
$1.15M +$1.16M +22,208 New
CW
35
Curio Wealth
Maryland
$1.08M +$1.3K +25 +0.1%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.05M +$46.2K +887 +5%
Osaic Holdings
37
Osaic Holdings
Arizona
$1.03M +$452K +8,674 +77%
HighTower Advisors
38
HighTower Advisors
Illinois
$1M +$278K +5,336 +38%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$975K +$266K +5,100 +37%
RFP
40
Root Financial Partners
California
$936K +$479K +9,203 +104%
SCA
41
Strathmore Capital Advisors
North Carolina
$911K – – –
WAN
42
Wealth Advisors Northwest
Oregon
$907K +$60K +1,153 +7%
VBA
43
von Borstel & Associates
Oregon
$890K +$405K +7,769 +82%
FFM
44
Flagstone Financial Management
Nebraska
$886K -$39.4K -757 -4%
SA
45
Skyline Advisors
Washington
$872K -$309K -5,939 -26%
MAC
46
Mason & Associates (California)
California
$818K +$833 +16 +0.1%
B
47
BetterWealth
California
$810K +$15.3K +293 +2%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$746K – – –
PFS
49
Professional Financial Solutions
Virginia
$739K +$78.6K +1,510 +12%
MWM
50
McCartney Wealth Management
Missouri
$722K – – –
1
2
3 4 5

DFSB Hedge Fund Activity: Q1 2026 in Review

118 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q1 2026, worth a combined $497M — up 4.3% from $476M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFSB positions and 4 closed out — a net gain of 8 holders — while 63 added to existing stakes and 14 trimmed.

The largest buyer was Abacus Wealth Partners, adding an estimated $9.34M. The largest seller was ProCore Advisors, exiting entirely with an estimated $8.78M sold.

  • 118 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q1 2026, up from 110 in Q4 2025.
  • Funds reported $497M of Dimensional Global Sustainability Fixed Income ETF stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 12 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q1 2026 and 4 closed out, a net change of +8 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q1 2026 was Abacus Wealth Partners, an estimated $9.34M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q1 2026 was ProCore Advisors, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2026.