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Dimensional Global Sustainability Fixed Income ETF
DFSB

92 hedge funds and large institutions have $281M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

12% more capital invested

Capital invested by funds: $251M → $281M (+$29.9M)

8% more funds holding

Funds holding: 85 → 92 (+7)

2.48% more ownership

Funds ownership: 60.88% → 63.36% (+2.5%)

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.23%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
16
Increased
50
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Passive Capital Management
Maryland
+$19.3M
2
Raymond James Financial
Raymond James Financial
Florida
+$8.99M
3
PCI
Planning Center Inc
Illinois
+$7.54M
4
QFA
Quantum Financial Advisors
California
+$3.02M
5
SEI Investments
SEI Investments
Pennsylvania
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
-$12M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.81M
4
Jane Street
Jane Street
New York
-$1.05M
5
CW
Curio Wealth
Maryland
-$857K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tanager Wealth Management
United Kingdom
$1.21M +$44.5K +869 +4%
Jane Street
27
Jane Street
New York
$1.13M -$1.05M -20,593 -48%
SA
28
Skyline Advisors
Washington
$951K +$126K +2,454 +15%
BWA
29
Babb Wealth Advisors
Arizona
$917K +$242K +4,723 +36%
CW
30
Curio Wealth
Maryland
$853K -$857K -16,743 -100%
VF
31
Virtu Financial
New York
$785K +$780K +15,237 New
RIM
32
RW Investment Management
Idaho
$732K -$233K -4,541 -24%
SFA
33
Sequoia Financial Advisors
Ohio
$706K +$702K +13,709 New
B
34
BetterWealth
California
$698K -$185K -3,607 -21%
Goldman Sachs
35
Goldman Sachs
New York
$680K +$677K +13,210 New
MWM
36
Modera Wealth Management
New Jersey
$680K -$118K -2,296 -15%
CWP
37
Concord Wealth Partners
Virginia
$650K +$307 +6 +0%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$645K +$200K +3,906 +45%
DPW
39
DiNuzzo Private Wealth
Pennsylvania
$632K +$7.43K +145 +1%
NA
40
NewEdge Advisors
Louisiana
$614K +$8.14K +159 +1%
W
41
WPWealth
Texas
$604K +$56.4K +1,102 +10%
GWA
42
Geometric Wealth Advisors
District of Columbia
$603K +$600K +11,712 New
HighTower Advisors
43
HighTower Advisors
Illinois
$549K +$154 +3 +0%
PAG
44
Private Advisor Group
New Jersey
$535K +$7.22K +141 +1%
WAN
45
Wealth Advisors Northwest
Oregon
$528K +$80.4K +1,569 +18%
AFG
46
Altiora Financial Group
Ohio
$515K – – –
CFA
47
Cahill Financial Advisors
Minnesota
$512K +$461 +9 +0.1%
RCAG
48
Rehmann Capital Advisory Group
Michigan
$490K +$4.92K +96 +1%
FFM
49
Flagstone Financial Management
Nebraska
$459K +$202K +3,950 +80%
LFA
50
Level Financial Advisors
New York
$455K +$16.9K +330 +4%
1
2
3 4

DFSB Hedge Fund Activity: Q1 2025 in Review

92 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q1 2025, worth a combined $281M — up 12% from $251M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFSB positions and 8 closed out — a net gain of 8 holders — while 50 added to existing stakes and 13 trimmed.

The largest buyer was Passive Capital Management, opening a new position worth an estimated $19.3M. The largest seller was RFG Advisory, exiting entirely with an estimated $12M sold.

  • 92 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q1 2025, up from 85 in Q4 2024.
  • Funds reported $281M of Dimensional Global Sustainability Fixed Income ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 16 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q1 2025 and 8 closed out, a net change of +8 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q1 2025 was Passive Capital Management, an estimated $19.3M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q1 2025 was RFG Advisory, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2025.