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Dimensional Global Sustainability Fixed Income ETF
DFSB

96 hedge funds and large institutions have $421M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $351M → $421M (+$70.2M)

6.3% more ownership

Funds ownership: 72.71% → 79.01% (+6.3%)

3% more funds holding

Funds holding: 93 → 96 (+3)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.26%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
10
Increased
53
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$30.2M
2
MMA
Miracle Mile Advisors
California
+$17.3M
3
AWP
Abacus Wealth Partners
California
+$8.15M
4
MPW
MASECO Private Wealth
+$7.55M
5
Jane Street
Jane Street
New York
+$6.11M

Top Sellers

1
SWGC
Summit Wealth Group (Colorado)
Colorado
-$1.91M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
4
CAMV
Concord Asset Management (Virginia)
Virginia
-$661K
5
AFG
Altiora Financial Group
Ohio
-$524K
Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
26
Tanager Wealth Management
United Kingdom
$1.37M +$108K +2,055 +9%
CCMI
27
Creative Capital Management Investments
California
$1.32M +$11K +209 +0.8%
SA
28
Skyline Advisors
Washington
$1.08M +$22.2K +421 +2%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$974K +$29.4K +558 +3%
CW
30
Curio Wealth
Maryland
$960K +$5.32K +101 +0.6%
BWA
31
Babb Wealth Advisors
Arizona
$940K +$316 +6 +0%
SCA
32
Strathmore Capital Advisors
North Carolina
$914K – – –
FFM
33
Flagstone Financial Management
Nebraska
$905K +$238K +4,519 +36%
SFA
34
Sequoia Financial Advisors
Ohio
$820K +$77.1K +1,463 +11%
B
35
BetterWealth
California
$780K +$27.4K +520 +4%
RIM
36
RW Investment Management
Idaho
$780K +$23.3K +443 +3%
RCAG
37
Rehmann Capital Advisory Group
Michigan
$723K +$214K +4,069 +43%
KF
38
Krilogy Financial
Missouri
$717K +$715K +13,570 New
BPA
39
Beacon Pointe Advisors
California
$707K +$699K +13,280 New
MWM
40
Modera Wealth Management
New Jersey
$703K -$843 -16 -0.1%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$697K -$1.05M -20,012 -60%
GWA
42
Geometric Wealth Advisors
District of Columbia
$689K +$86.6K +1,645 +15%
WAN
43
Wealth Advisors Northwest
Oregon
$684K +$117K +2,229 +21%
CWP
44
Concord Wealth Partners
Virginia
$672K – – –
Osaic Holdings
45
Osaic Holdings
Arizona
$597K +$84K +1,595 +17%
W
46
WPWealth
Texas
$593K – – –
PAG
47
Private Advisor Group
New Jersey
$578K +$5K +95 +0.9%
HighTower Advisors
48
HighTower Advisors
Illinois
$567K -$579 -11 -0.1%
DPW
49
DiNuzzo Private Wealth
Pennsylvania
$538K -$61.4K -1,165 -10%
VF
50
Vestment Financial
Minnesota
$537K +$54.1K +1,027 +11%
1
2
3 4 5

DFSB Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q3 2025, worth a combined $421M — up 20% from $351M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DFSB positions and 5 closed out — a net gain of 5 holders — while 53 added to existing stakes and 13 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $30.2M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $1.91M sold.

  • 96 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q3 2025, up from 93 in Q2 2025.
  • Funds reported $421M of Dimensional Global Sustainability Fixed Income ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 10 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $30.2M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2025.