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Dimensional Global Sustainability Fixed Income ETF
DFSB

96 hedge funds and large institutions have $421M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $351M → $421M (+$70.2M)

6.3% more ownership

Funds ownership: 72.71% → 79.01% (+6.3%)

3% more funds holding

Funds holding: 93 → 96 (+3)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.26%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
10
Increased
53
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$30.2M
2
MMA
Miracle Mile Advisors
California
+$17.3M
3
AWP
Abacus Wealth Partners
California
+$8.15M
4
MPW
MASECO Private Wealth
+$7.55M
5
Jane Street
Jane Street
New York
+$6.11M

Top Sellers

1
SWGC
Summit Wealth Group (Colorado)
Colorado
-$1.91M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
4
CAMV
Concord Asset Management (Virginia)
Virginia
-$661K
5
AFG
Altiora Financial Group
Ohio
-$524K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$207K -$1.74M -33,041 -89%
RF
77
Rossby Financial
Florida
$190K +$188K +3,565 New
WTA
78
Washington Trust Advisors
Massachusetts
$184K +$182K +3,461 New
CMP
79
Coston McIsaac & Partners
Maine
$168K +$158 +3 +0.1%
JWA
80
JFS Wealth Advisors
Pennsylvania
$164K – – –
SRCM
81
Signature Resources Capital Management
California
$146K +$102K +1,931 +237%
OCM
82
Orion Capital Management
California
$122K – – –
CPA
83
Cardiff Park Advisors
California
$98.3K – – –
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$69.5K +$68.7K +1,305 New
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$64K +$28.6K +543 +82%
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$52K +$51.1K +970 New
ME
87
McIlrath & Eck
Washington
$50.4K – – –
EWA
88
Elevate Wealth Advisory
Georgia
$48.3K – – –
EWP
89
Elevation Wealth Partners
California
$45.3K – – –
IA
90
IFP Advisors
Florida
$24.8K -$1K -19 -4%
GWSG
91
GPS Wealth Strategies Group
Colorado
$23.2K -$6.74K -128 -23%
SFC
92
SYM Financial Corp
Indiana
$15.9K – – –
SPIA
93
Steward Partners Investment Advisory
New York
$10.7K – – –
JP Morgan Chase
94
JP Morgan Chase
New York
$7.99K -$92.2K -1,751 -92%
AF
95
Allworth Financial
California
$3.27K – – –
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1K – – –
SWGC
97
Summit Wealth Group (Colorado)
Colorado
– -$1.91M -36,406 Closed
CAMV
98
Concord Asset Management (Virginia)
Virginia
– -$661K -12,616 Closed
AFG
99
Altiora Financial Group
Ohio
– -$524K -10,000 Closed
OMC
100
Old Mission Capital
Illinois
– -$366K -6,977 Closed
1 2 3
4
5

DFSB Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q3 2025, worth a combined $421M — up 20% from $351M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DFSB positions and 5 closed out — a net gain of 5 holders — while 53 added to existing stakes and 13 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $30.2M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $1.91M sold.

  • 96 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q3 2025, up from 93 in Q2 2025.
  • Funds reported $421M of Dimensional Global Sustainability Fixed Income ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 10 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $30.2M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2025.