DFSB icon

Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

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

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.25%
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
38
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWM
1
Parkshore Wealth Management
California
$6.74M
2
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$2.27M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$1.94M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$1.74M
5
CW
5
Curio Wealth
Maryland
$940K

Top Sellers

1
PCM
1
Passive Capital Management
Maryland
$0
2
Raymond James Financial
2
Raymond James Financial
Florida
$0
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$930K
4
Corient Private Wealth
4
Corient Private Wealth
Florida
$5.5M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
RCAG
51
Rehmann Capital Advisory Group
Michigan
$498K 9,494 -11 -0.1%
KAS
52
Kestra Advisory Services
Texas
$495K 9,442 +2,944 +45%
VF
53
Vestment Financial
Minnesota
$473K 9,031 +1,613 +22%
LFA
54
Level Financial Advisors
New York
$432K 8,241 -593 -7%
DWA
55
Delap Wealth Advisory
Oregon
$427K 8,142 -97 -1%
SWG
56
Summit Wealth Group
Vermont
$423K 8,060 +3,280 +69%
VBA
57
von Borstel & Associates
Oregon
$394K 7,473 +188 +3%
Osaic Holdings
58
Osaic Holdings
Arizona
$379K 7,228 – –
SPA
59
Shore Point Advisors
New Jersey
$371K 7,083 -924 -12%
XPN
60
XY Planning Network
Montana
$370K 7,053 +7,053 New
OMC
61
Old Mission Capital
Illinois
$366K 6,977 +6,977 New
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$355K 6,765 – –
CCC
63
Compass Capital Corp
Massachusetts
$354K 6,733 +8 +0.1%
Creative Planning
64
Creative Planning
Kansas
$310K 5,914 +5,914 New
SWA
65
Sax Wealth Advisors
New Jersey
$289K 5,503 -2,546 -32%
SA
66
Stewardship Advisors
Pennsylvania
$282K 5,377 +132 +3%
FFG
67
Fiduciary Financial Group
California
$277K 5,277 +13 +0.2%
MKA
68
M. Kulyk & Associates
Georgia
$269K 5,122 +5,122 New
LFA
69
Legacy Financial Advisors
Kentucky
$248K 4,724 +450 +11%
AWM
70
Ariadne Wealth Management
California
$239K 4,522 -125 -3%
GWM
71
Grand Wealth Management
Michigan
$238K 4,545 +108 +2%
LA
72
LexAurum Advisors
Kansas
$224K 4,264 +126 +3%
EFP
73
EnRich Financial Partners
Wisconsin
$214K 4,075 -11 -0.3%
SFC
74
Sprinkle Financial Consultants
Colorado
$208K 3,960 – –
FFA
75
Farther Finance Advisors
California
$207K 3,955 -795 -17%
1 2
3
4 5