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Dimensional Global Sustainability Fixed Income ETF
DFSB

110 hedge funds and large institutions have $476M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

929% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 7

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

15% more funds holding

Funds holding: 96 → 110 (+14)

13% more capital invested

Capital invested by funds: $421M → $476M (+$55.5M)

0.28% more ownership

Funds ownership: 79.01% → 79.29% (+0.28%)

Holders
110
Holders Change
+14
Holders Change %
+14.58%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
18
Increased
72
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SW
Simplicity Wealth
New Jersey
+$13.4M
2
AWP
Abacus Wealth Partners
California
+$9.35M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$6.61M
4
Corient Private Wealth
Corient Private Wealth
Florida
+$6.42M
5
MPW
MASECO Private Wealth
+$6.14M

Top Sellers

1
Jane Street
Jane Street
New York
-$2.81M
2
FPAS
Focus Partners Advisor Solutions
Missouri
-$2.68M
3
Goldman Sachs
Goldman Sachs
New York
-$2.2M
4
AIM
Archer Investment Management
Texas
-$924K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$207K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWG
76
Summit Wealth Group
Vermont
$359K -$56.9K -1,078 -13%
GWM
77
Grand Wealth Management
Michigan
$354K +$17.7K +336 +5%
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$350K – – –
Creative Planning
79
Creative Planning
Kansas
$348K +$41.9K +795 +13%
SA
80
Stewardship Advisors
Pennsylvania
$347K +$22.2K +421 +7%
FFA
81
Farther Finance Advisors
California
$298K +$95.3K +1,806 +46%
LFA
82
Legacy Financial Advisors
Kentucky
$294K +$50.1K +949 +20%
GA
83
Greenspring Advisors
Maryland
$252K +$10.4K +198 +4%
FPI
84
Financial Plan Inc
Washington
$251K +$255K +4,839 New
AWM
85
Ariadne Wealth Management
California
$244K +$6.91K +131 +3%
LIWM
86
Long Island Wealth Management
New York
$227K +$231K +4,374 New
EFP
87
EnRich Financial Partners
Wisconsin
$212K – – –
SFC
88
Sprinkle Financial Consultants
Colorado
$212K +$6.91K +131 +3%
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$206K +$159K +3,010 +310%
RF
90
Rossby Financial
Florida
$197K +$12.2K +231 +6%
WTA
91
Washington Trust Advisors
Massachusetts
$185K +$6.01K +114 +3%
SRCM
92
Signature Resources Capital Management
California
$173K +$31.6K +598 +22%
JWA
93
JFS Wealth Advisors
Pennsylvania
$161K +$1.43K +27 +0.9%
CMP
94
Coston McIsaac & Partners
Maine
$157K -$6.28K -119 -4%
OCM
95
Orion Capital Management
California
$119K – – –
CPA
96
Cardiff Park Advisors
California
$111K +$15.5K +294 +16%
US Bancorp
97
US Bancorp
Minnesota
$90.9K +$92.6K +1,755 New
GJIA
98
Glass Jacobson Investment Advisors
Maryland
$69.3K +$7.12K +135 +11%
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$67.6K – – –
PS
100
Pinney & Scofield
Massachusetts
$67.3K +$68.5K +1,299 New
1 2 3
4
5

DFSB Hedge Fund Activity: Q4 2025 in Review

110 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q4 2025, worth a combined $476M — up 13% from $421M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new DFSB positions and 3 closed out — a net gain of 15 holders — while 72 added to existing stakes and 7 trimmed.

The largest buyer was Simplicity Wealth, opening a new position worth an estimated $13.4M. The largest seller was Jane Street, cutting an estimated $2.81M.

  • 110 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q4 2025, up from 96 in Q3 2025.
  • Funds reported $476M of Dimensional Global Sustainability Fixed Income ETF stock for Q4 2025, up 13% quarter-over-quarter.
  • 18 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q4 2025 and 3 closed out, a net change of +15 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q4 2025 was Simplicity Wealth, an estimated $13.4M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q4 2025 was Jane Street, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2025.