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
RFP
76
Root Financial Partners
California
$205K +$201K +3,902 New
CMP
77
Coston McIsaac & Partners
Maine
$165K
JWA
78
JFS Wealth Advisors
Pennsylvania
$162K
PWM
79
Parkworth Wealth Management
California
$131K
OCM
80
Orion Capital Management
California
$120K -$774 -15 -0.6%
JP Morgan Chase
81
JP Morgan Chase
New York
$99.7K -$40.3K -781 -29%
CPA
82
Cardiff Park Advisors
California
$96.7K
ME
83
McIlrath & Eck
Washington
$49.6K
EWA
84
Elevate Wealth Advisory
Georgia
$47.6K
EWP
85
Elevation Wealth Partners
California
$44.5K
SRCM
86
Signature Resources Capital Management
California
$42.7K +$42K +815 New
GJIA
87
Glass Jacobson Investment Advisors
Maryland
$34.5K +$52 +1 +0.2%
GWSG
88
GPS Wealth Strategies Group
Colorado
$29.5K
IA
89
IFP Advisors
Florida
$25.4K -$670 -13 -3%
SFC
90
SYM Financial Corp
Indiana
$15.7K
SPIA
91
Steward Partners Investment Advisory
New York
$10.5K
AF
92
Allworth Financial
California
$3.21K
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1K
PCM
94
Passive Capital Management
Maryland
-$12.6M -376,440 Closed
Raymond James Financial
95
Raymond James Financial
Florida
-$9.04M -175,533 Closed
Jane Street
96
Jane Street
New York
-$1.13M -21,937 Closed
VF
97
Virtu Financial
New York
-$785K -15,237 Closed
Goldman Sachs
98
Goldman Sachs
New York
-$680K -13,210 Closed
SC
99
Savant Capital
Illinois
-$267K -5,178 Closed
Pathstone Holdings
100
Pathstone Holdings
New Jersey
-$261K -5,039 Closed

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.