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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
FCM
76
Fortis Capital Management
Washington
$393K +$395K +7,586 New
CCC
77
Compass Capital Corp
Massachusetts
$388K +$20.5K +393 +6%
SWA
78
Sax Wealth Advisors
New Jersey
$382K – – –
XPN
79
XY Planning Network
Montana
$365K – – –
SA
80
Stewardship Advisors
Pennsylvania
$365K +$18.4K +353 +5%
GWM
81
Grand Wealth Management
Michigan
$361K +$7.97K +153 +2%
SWG
82
Summit Wealth Group
Vermont
$358K – – –
FPI
83
Financial Plan Inc
Washington
$357K +$107K +2,063 +43%
WAP
84
Wealthcare Advisory Partners
Pennsylvania
$350K – – –
Creative Planning
85
Creative Planning
Kansas
$310K -$37.4K -719 -11%
LFA
86
Legacy Financial Advisors
Kentucky
$296K +$2.19K +42 +0.7%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$295K +$89.7K +1,722 +43%
APFP
88
Action Point Financial Planning
Michigan
$290K +$292K +5,600 New
GA
89
Greenspring Advisors
Maryland
$267K +$15.5K +298 +6%
Envestnet Asset Management
90
Envestnet Asset Management
Illinois
$252K +$254K +4,876 New
VP
91
Verisail Partners
Georgia
$252K +$254K +4,869 New
AWM
92
Ariadne Wealth Management
California
$241K – – –
LIWM
93
Long Island Wealth Management
New York
$226K – – –
BCM
94
Brookstone Capital Management
Illinois
$223K +$225K +4,315 New
SRCM
95
Signature Resources Capital Management
California
$217K +$43.9K +842 +25%
EFP
96
EnRich Financial Partners
Wisconsin
$212K – – –
SFC
97
Sprinkle Financial Consultants
Colorado
$212K – – –
WTA
98
Washington Trust Advisors
Massachusetts
$185K – – –
CMP
99
Coston McIsaac & Partners
Maine
$182K +$24.8K +477 +16%
JWA
100
JFS Wealth Advisors
Pennsylvania
$161K – – –
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.