We are live on ! Find out more
DFSB icon

Dimensional Global Sustainability Fixed Income ETF

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

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $281M → $351M (+$69.6M)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

9.36% more ownership

Funds ownership: 63.36%72.71% (+9.4%)

1% more funds holding

Funds holding: 9293 (+1)

Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.22%
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
39
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$504K +$123K +2,388 +33%
RCAG
52
Rehmann Capital Advisory Group
Michigan
$498K -$567 -11 -0.1%
KAS
53
Kestra Advisory Services
Texas
$495K +$152K +2,944 +45%
VF
54
Vestment Financial
Minnesota
$473K +$83.2K +1,613 +22%
LFA
55
Level Financial Advisors
New York
$432K -$30.6K -593 -7%
DWA
56
Delap Wealth Advisory
Oregon
$427K -$5K -97 -1%
SWG
57
Summit Wealth Group
Vermont
$423K +$169K +3,280 +69%
VBA
58
von Borstel & Associates
Oregon
$394K +$9.7K +188 +3%
SPA
59
Shore Point Advisors
New Jersey
$371K -$47.7K -924 -12%
XPN
60
XY Planning Network
Montana
$370K +$364K +7,053 New
OMC
61
Old Mission Capital
Illinois
$366K +$360K +6,977 New
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$355K
CCC
63
Compass Capital Corp
Massachusetts
$354K +$413 +8 +0.1%
Creative Planning
64
Creative Planning
Kansas
$310K +$305K +5,914 New
SWA
65
Sax Wealth Advisors
New Jersey
$289K -$131K -2,546 -32%
SA
66
Stewardship Advisors
Pennsylvania
$282K +$6.81K +132 +3%
FFG
67
Fiduciary Financial Group
California
$277K +$670 +13 +0.2%
MKA
68
M. Kulyk & Associates
Georgia
$269K +$264K +5,122 New
LFA
69
Legacy Financial Advisors
Kentucky
$248K +$23.2K +450 +11%
AWM
70
Ariadne Wealth Management
California
$239K -$6.45K -125 -3%
GWM
71
Grand Wealth Management
Michigan
$238K +$5.57K +108 +2%
LA
72
LexAurum Advisors
Kansas
$224K +$6.5K +126 +3%
EFP
73
EnRich Financial Partners
Wisconsin
$214K -$567 -11 -0.3%
SFC
74
Sprinkle Financial Consultants
Colorado
$208K
FFA
75
Farther Finance Advisors
California
$207K -$41K -795 -17%

DFSB Hedge Fund Activity: Q2 2025 in Review

93 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q2 2025, worth a combined $351M — up 25% from $281M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DFSB positions and 8 closed out — a net gain of 2 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Parkshore Wealth Management, adding an estimated $2M. The largest seller was Passive Capital Management, exiting entirely with an estimated $12.6M sold.

  • 93 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q2 2025, up from 92 in Q1 2025.
  • Funds reported $351M of Dimensional Global Sustainability Fixed Income ETF stock for Q2 2025, up 25% quarter-over-quarter.
  • 10 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q2 2025 and 8 closed out, a net change of +2 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q2 2025 was Parkshore Wealth Management, an estimated $2M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q2 2025 was Passive Capital Management, an estimated $12.6M sold.

Based on aggregated 13F filings for Q2 2025.