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Dimensional Global Sustainability Fixed Income ETF
DFSB

92 hedge funds and large institutions have $281M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

12% more capital invested

Capital invested by funds: $251M → $281M (+$29.9M)

8% more funds holding

Funds holding: 85 → 92 (+7)

2.48% more ownership

Funds ownership: 60.88% → 63.36% (+2.5%)

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.23%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
16
Increased
50
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PCM
Passive Capital Management
Maryland
+$19.3M
2
Raymond James Financial
Raymond James Financial
Florida
+$8.99M
3
PCI
Planning Center Inc
Illinois
+$7.54M
4
QFA
Quantum Financial Advisors
California
+$3.02M
5
SEI Investments
SEI Investments
Pennsylvania
+$1.66M

Top Sellers

Rank Fund Capital Flow
1
RA
RFG Advisory
Alabama
-$12M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.15M
3
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$1.81M
4
Jane Street
Jane Street
New York
-$1.05M
5
CW
Curio Wealth
Maryland
-$857K
Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
51
Delap Wealth Advisory
Oregon
$424K – – –
SWA
52
Sax Wealth Advisors
New Jersey
$415K -$233K -4,555 -36%
SPA
53
Shore Point Advisors
New Jersey
$412K +$410K +8,007 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$403K +$106K +2,068 +36%
VF
55
Vestment Financial
Minnesota
$383K -$8.96K -175 -2%
VBA
56
von Borstel & Associates
Oregon
$375K -$90.7K -1,771 -20%
Osaic Holdings
57
Osaic Holdings
Arizona
$372K +$370K +7,228 New
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$348K +$346K +6,765 New
CCC
59
Compass Capital Corp
Massachusetts
$343K +$20K +390 +6%
KAS
60
Kestra Advisory Services
Texas
$335K -$153K -2,997 -32%
SA
61
Stewardship Advisors
Pennsylvania
$270K +$33.4K +653 +14%
FFG
62
Fiduciary Financial Group
California
$268K +$9.68K +189 +4%
SC
63
Savant Capital
Illinois
$267K +$24.8K +485 +10%
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$261K – – –
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$255K +$254K +4,958 New
SWG
66
Summit Wealth Group
Vermont
$246K +$245K +4,780 New
FFA
67
Farther Finance Advisors
California
$245K +$103K +2,004 +73%
GA
68
Greenspring Advisors
Maryland
$240K +$239K +4,661 New
AWM
69
Ariadne Wealth Management
California
$239K +$51 +1 +0%
ACM
70
Aspen Capital Management
Idaho
$232K +$231K +4,508 New
GWM
71
Grand Wealth Management
Michigan
$229K – – –
LFA
72
Legacy Financial Advisors
Kentucky
$220K +$219K +4,274 New
LA
73
LexAurum Advisors
Kansas
$213K +$212K +4,138 New
EFP
74
EnRich Financial Partners
Wisconsin
$210K +$205 +4 +0.1%
SFC
75
Sprinkle Financial Consultants
Colorado
$204K +$307 +6 +0.2%
1 2
3
4

DFSB Hedge Fund Activity: Q1 2025 in Review

92 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q1 2025, worth a combined $281M — up 12% from $251M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFSB positions and 8 closed out — a net gain of 8 holders — while 50 added to existing stakes and 13 trimmed.

The largest buyer was Passive Capital Management, opening a new position worth an estimated $19.3M. The largest seller was RFG Advisory, exiting entirely with an estimated $12M sold.

  • 92 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q1 2025, up from 85 in Q4 2024.
  • Funds reported $281M of Dimensional Global Sustainability Fixed Income ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 16 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q1 2025 and 8 closed out, a net change of +8 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q1 2025 was Passive Capital Management, an estimated $19.3M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q1 2025 was RFG Advisory, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2025.