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Dimensional Global Sustainability Fixed Income ETF
DFSB

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, 39 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $281M → $351M (+$69.6M)

13% more funds holding in top 10

Funds holding in top 10: 8 → 9 (+1)

9.36% more ownership

Funds ownership: 63.36% → 72.71% (+9.4%)

1% more funds holding

Funds holding: 92 → 93 (+1)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.22%
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
39
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PWM
Parkshore Wealth Management
California
+$2M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.97M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.06M
5
CW
Curio Wealth
Maryland
+$924K

Top Sellers

Rank Fund Capital Flow
1
PCM
Passive Capital Management
Maryland
-$12.6M
2
Raymond James Financial
Raymond James Financial
Florida
-$9.04M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$1.95M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$1.17M
5
Jane Street
Jane Street
New York
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMI
26
Creative Capital Management Investments
California
$1.29M – – –
VWM
27
Vermillion Wealth Management
Minnesota
$1.25M -$151K -2,935 -11%
TWM
28
Tanager Wealth Management
United Kingdom
$1.24M +$16.6K +321 +1%
SA
29
Skyline Advisors
Washington
$1.04M +$71.6K +1,389 +8%
CW
30
Curio Wealth
Maryland
$940K +$924K +17,910 +179,100%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$930K -$1.95M -37,826 -68%
BWA
32
Babb Wealth Advisors
Arizona
$925K -$7.63K -148 -0.8%
SCA
33
Strathmore Capital Advisors
North Carolina
$896K +$884K +17,149 New
RIM
34
RW Investment Management
Idaho
$745K – – –
B
35
BetterWealth
California
$741K +$30.1K +584 +4%
SFA
36
Sequoia Financial Advisors
Ohio
$730K +$11K +213 +2%
MWM
37
Modera Wealth Management
New Jersey
$693K +$464 +9 +0.1%
CWP
38
Concord Wealth Partners
Virginia
$661K – – –
CAMV
39
Concord Asset Management (Virginia)
Virginia
$661K +$651K +12,616 New
FFM
40
Flagstone Financial Management
Nebraska
$654K +$184K +3,561 +40%
NA
41
NewEdge Advisors
Louisiana
$620K -$5.47K -106 -0.9%
DPW
42
DiNuzzo Private Wealth
Pennsylvania
$597K -$45.6K -885 -7%
GWA
43
Geometric Wealth Advisors
District of Columbia
$591K -$22.3K -432 -4%
W
44
WPWealth
Texas
$584K -$30.8K -598 -5%
PAG
45
Private Advisor Group
New Jersey
$564K +$18.8K +365 +4%
HighTower Advisors
46
HighTower Advisors
Illinois
$559K – – –
WAN
47
Wealth Advisors Northwest
Oregon
$556K +$18.3K +354 +3%
ACM
48
Aspen Capital Management
Idaho
$537K +$295K +5,729 +127%
AFG
49
Altiora Financial Group
Ohio
$524K – – –
CFA
50
Cahill Financial Advisors
Minnesota
$521K – – –
1
2
3 4 5

DFSB Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q2 2025, worth a combined $351M — up 25% from $281M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DFSB positions and 8 closed out — a net gain of 2 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Parkshore Wealth Management, adding an estimated $2M. The largest seller was Passive Capital Management, exiting entirely with an estimated $12.6M sold.

  • 93 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $351M of Dimensional Global Sustainability Fixed Income ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 10 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q2 2025 and 8 closed out, a net change of +2 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q2 2025 was Parkshore Wealth Management, an estimated $2M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q2 2025 was Passive Capital Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.