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Dimensional Global Sustainability Fixed Income ETF
DFSB

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: 6 → 8 (+2)

15% more funds holding

Funds holding: 96 → 110 (+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
–

Top Buyers

1
SW
Simplicity Wealth
New Jersey
+$13.4M
2
AWP
Abacus Wealth Partners
California
+$9.35M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.61M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$6.42M
5
MPW
MASECO Private Wealth
+$6.14M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.81M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$2.68M
3
Goldman Sachs
Goldman Sachs
New York
-$2.2M
4
AIM
Archer Investment Management
Texas
-$924K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
51
Modera Wealth Management
New Jersey
$684K – – –
PHWA
52
Petersen Hastings Wealth Advisors
Washington
$679K +$692K +13,116 New
PFS
53
Professional Financial Solutions
Virginia
$662K +$674K +12,780 New
VT
54
Vise Technologies
New York
$649K +$661K +12,529 New
VF
55
Vestment Financial
Minnesota
$603K +$80.4K +1,523 +15%
W
56
WPWealth
Texas
$593K +$17K +322 +3%
Osaic Holdings
57
Osaic Holdings
Arizona
$581K – – –
PAG
58
Private Advisor Group
New Jersey
$569K +$7.6K +144 +1%
CFA
59
Cahill Financial Advisors
Minnesota
$561K +$47.1K +892 +9%
DPW
60
DiNuzzo Private Wealth
Pennsylvania
$543K +$13.7K +259 +3%
LFA
61
Level Financial Advisors
New York
$519K +$73.6K +1,395 +16%
VBA
62
von Borstel & Associates
Oregon
$488K +$75.7K +1,435 +18%
MKA
63
M. Kulyk & Associates
Georgia
$474K +$252K +4,774 +109%
NA
64
NewEdge Advisors
Louisiana
$472K +$4.17K +79 +0.9%
RFP
65
Root Financial Partners
California
$460K +$164K +3,099 +54%
KAS
66
Kestra Advisory Services
Texas
$459K +$114K +2,169 +32%
FFG
67
Fiduciary Financial Group
California
$443K +$20K +379 +5%
MWM
68
Mission Wealth Management
California
$417K +$425K +8,048 New
ACM
69
Aspen Capital Management
Idaho
$411K -$102K -1,930 -20%
BRPW
70
Ballast Rock Private Wealth
South Carolina
$404K +$411K +7,794 New
SPA
71
Shore Point Advisors
New Jersey
$393K +$8.71K +165 +2%
AFC
72
Avise Financial Cooperative
California
$386K +$394K +7,458 New
SWA
73
Sax Wealth Advisors
New Jersey
$382K +$90.3K +1,712 +30%
CCC
74
Compass Capital Corp
Massachusetts
$369K +$16K +304 +4%
XPN
75
XY Planning Network
Montana
$365K – – –
1 2
3
4 5

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.