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Dimensional Global Sustainability Fixed Income ETF

110 hedge funds and large institutions have $476M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 7

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

15% more funds holding

Funds holding: 96110 (+14)

13% more capital invested

Capital invested by funds: $421M → $476M (+$55.5M)

0.28% more ownership

Funds ownership: 79.01%79.29% (+0.28%)

Holders
110
Holders Change
+14
Holders Change %
+14.58%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
18
Increased
72
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.16M +$137K +2,601 +7%
FPAS
27
Focus Partners Advisor Solutions
Missouri
$2.15M -$2.68M -50,865 -55%
VWM
28
Vermillion Wealth Management
Minnesota
$1.53M +$49.7K +941 +3%
SIC
29
Samalin Investment Counsel
New York
$1.45M +$31.9K +605 +2%
CCMI
30
Creative Capital Management Investments
California
$1.35M +$67.2K +1,273 +5%
TWM
31
Tanager Wealth Management
United Kingdom
$1.34M
WUW
32
Wheels Up Wealth
California
$1.3M +$1.32M +25,069 New
BWA
33
Babb Wealth Advisors
Arizona
$1.19M +$280K +5,298 +30%
SA
34
Skyline Advisors
Washington
$1.18M +$132K +2,511 +12%
CW
35
Curio Wealth
Maryland
$1.08M +$146K +2,768 +15%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.01M +$62.3K +1,181 +6%
FFM
37
Flagstone Financial Management
Nebraska
$927K +$47.4K +898 +5%
SCA
38
Strathmore Capital Advisors
North Carolina
$905K +$16.8K +319 +2%
WAN
39
Wealth Advisors Northwest
Oregon
$849K +$187K +3,545 +28%
MAC
40
Mason & Associates (California)
California
$822K +$838K +15,874 New
SFA
41
Sequoia Financial Advisors
Ohio
$801K +$3.75K +71 +0.5%
B
42
BetterWealth
California
$796K +$37.6K +712 +5%
RCAG
43
Rehmann Capital Advisory Group
Michigan
$747K +$45.5K +863 +6%
HighTower Advisors
44
HighTower Advisors
Illinois
$729K +$181K +3,422 +32%
MWM
45
McCartney Wealth Management
Missouri
$723K +$737K +13,959 New
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$712K +$34.8K +660 +5%
KF
47
Krilogy Financial
Missouri
$707K +$422 +8 +0.1%
CWP
48
Concord Wealth Partners
Virginia
$699K +$46.3K +877 +7%
GWA
49
Geometric Wealth Advisors
District of Columbia
$685K +$16.3K +308 +2%
DWA
50
Delap Wealth Advisory
Oregon
$684K +$268K +5,070 +62%

DFSB Hedge Fund Activity: Q4 2025 in Review

110 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q4 2025, worth a combined $476M — up 13% from $421M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFSB positions and 3 closed out — a net gain of 15 holders — while 72 added to existing stakes and 7 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $13.4M. The largest seller was Jane Street, cutting an estimated $2.81M.

  • 110 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q4 2025, up from 96 in Q3 2025.
  • Funds reported $476M of Dimensional Global Sustainability Fixed Income ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 18 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q4 2025 and 3 closed out, a net change of +15 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q4 2025 was Simplicity Wealth, an estimated $13.4M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q4 2025 was Jane Street, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2025.