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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 %
RFP
76
Root Financial Partners
California
$205K 3,902 +3,902 New
CMP
77
Coston McIsaac & Partners
Maine
$165K 3,160 – –
JWA
78
JFS Wealth Advisors
Pennsylvania
$162K 3,085 – –
PWM
79
Parkworth Wealth Management
California
$131K 2,506 – –
OCM
80
Orion Capital Management
California
$120K 2,293 -15 -0.6%
JPMorgan Chase & Co
81
JPMorgan Chase & Co
New York
$99.7K 1,901 -781 -29%
CPA
82
Cardiff Park Advisors
California
$96.7K 1,845 – –
ME
83
McIlrath & Eck
Washington
$49.6K 946 – –
EWA
84
Elevate Wealth Advisory
Georgia
$47.6K 907 – –
EWP
85
Elevation Wealth Partners
California
$44.5K 849 – –
SRCM
86
Signature Resources Capital Management
California
$42.7K 815 +815 New
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$34.5K 659 +1 +0.2%
GWSG
88
GPS Wealth Strategies Group
Colorado
$29.5K 563 – –
IA
89
IFP Advisors
Florida
$25.4K 484 -13 -3%
SFC
90
SYM Financial Corp
Indiana
$15.7K 299 – –
SPIA
91
Steward Partners Investment Advisory
New York
$10.5K 200 – –
AF
92
Allworth Financial
California
$3.22K 61 – –
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1K 26 – –
PCM
94
Passive Capital Management
Maryland
– – -376,440 Closed
Raymond James Financial
95
Raymond James Financial
Florida
– – -175,533 Closed
Jane Street
96
Jane Street
New York
– – -21,937 Closed
VF
97
Virtu Financial
New York
– – -15,237 Closed
Goldman Sachs
98
Goldman Sachs
New York
– – -13,210 Closed
SC
99
Savant Capital
Illinois
– – -5,178 Closed
Pathstone Holdings
100
Pathstone Holdings
New Jersey
– – -5,039 Closed
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4
5