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Dimensional Global Sustainability Fixed Income ETF

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: 68 (+2)

12% more capital invested

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

8% more funds holding

Funds holding: 8592 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CMP
76
Coston McIsaac & Partners
Maine
$162K +$159K +3,112 +6,483%
JWA
77
JFS Wealth Advisors
Pennsylvania
$159K
JP Morgan Chase
78
JP Morgan Chase
New York
$138K +$37.1K +725 +37%
PWM
79
Parkworth Wealth Management
California
$129K +$256 +5 +0.2%
OCM
80
Orion Capital Management
California
$119K -$20.2K -395 -15%
CPA
81
Cardiff Park Advisors
California
$95K +$205 +4 +0.2%
ME
82
McIlrath & Eck
Washington
$48.7K
EWA
83
Elevate Wealth Advisory
Georgia
$46.7K
EWP
84
Elevation Wealth Partners
California
$43.7K +$3.07K +60 +8%
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$33.5K
GWSG
86
GPS Wealth Strategies Group
Colorado
$29K +$8.65K +169 +43%
RWM
87
Ruedi Wealth Management
Illinois
$28.9K
IA
88
IFP Advisors
Florida
$25.6K +$307 +6 +1%
SFC
89
SYM Financial Corp
Indiana
$15.4K
SPIA
90
Steward Partners Investment Advisory
New York
$10.3K
AF
91
Allworth Financial
California
$3.16K
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$1K
RA
93
RFG Advisory
Alabama
-$12M -235,615 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$3.15M -61,802 Closed
Thrivent Financial for Lutherans
95
Thrivent Financial for Lutherans
Minnesota
-$1.81M -35,598 Closed
DWM
96
Diversify Wealth Management
Utah
-$847K -16,819 Closed
UBS Group
97
UBS Group
Switzerland
-$14.8K -290 Closed
TRCT
98
Tower Research Capital (TRC)
New York
-$3.77K -74 Closed
Fidelity Investments
99
Fidelity Investments
Massachusetts
-$51 -1 Closed
Morgan Stanley
100
Morgan Stanley
New York
-$75 -1 Closed

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.