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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
VF
51
Virtu Financial
New York
$710K +$714K +13,717 New
KF
52
Krilogy Financial
Missouri
$709K +$2.92K +56 +0.4%
MWM
53
Modera Wealth Management
New Jersey
$684K +$1.04K +20 +0.2%
DWA
54
Delap Wealth Advisory
Oregon
$684K – – –
PHWA
55
Petersen Hastings Wealth Advisors
Washington
$673K -$5.21K -100 -0.8%
VT
56
Vise Technologies
New York
$649K – – –
Jane Street
57
Jane Street
New York
$625K -$2.64M -50,671 -81%
CWP
58
Concord Wealth Partners
Virginia
$618K -$80.3K -1,541 -11%
GWA
59
Geometric Wealth Advisors
District of Columbia
$614K -$71.4K -1,371 -10%
W
60
WPWealth
Texas
$593K +$52 +1 +0%
VF
61
Vestment Financial
Minnesota
$585K -$20.3K -389 -3%
PAG
62
Private Advisor Group
New Jersey
$570K +$1.77K +34 +0.3%
CFA
63
Cahill Financial Advisors
Minnesota
$560K – – –
DPW
64
DiNuzzo Private Wealth
Pennsylvania
$550K +$7.66K +147 +1%
LFA
65
Level Financial Advisors
New York
$520K +$2.08K +40 +0.4%
CAM
66
Clarity Asset Management
Iowa
$498K +$501K +9,620 New
KAS
67
Kestra Advisory Services
Texas
$486K +$28K +538 +6%
MKA
68
M. Kulyk & Associates
Georgia
$480K +$7.13K +137 +1%
FFG
69
Fiduciary Financial Group
California
$471K +$29.6K +568 +7%
NA
70
NewEdge Advisors
Louisiana
$460K -$11.8K -226 -2%
RF
71
Rossby Financial
Florida
$448K +$253K +4,864 +128%
MWM
72
Mission Wealth Management
California
$430K +$14K +268 +3%
ACM
73
Aspen Capital Management
Idaho
$411K – – –
SPA
74
Shore Point Advisors
New Jersey
$407K +$14.7K +282 +4%
BRPW
75
Ballast Rock Private Wealth
South Carolina
$403K – – –
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.