We are live on ! Find out more
DFSB icon

Dimensional Global Sustainability Fixed Income ETF
DFSB

118 hedge funds and large institutions have $497M invested in Dimensional Global Sustainability Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 14

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

7% more funds holding

Funds holding: 110 → 118 (+8)

4% more capital invested

Capital invested by funds: $476M → $497M (+$20.4M)

2.51% less ownership

Funds ownership: 79.29% → 76.78% (-2.5%)

13% less funds holding in top 10

Funds holding in top 10: 8 → 7 (-1)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
12
Increased
63
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWP
Abacus Wealth Partners
California
+$9.34M
2
MPW
MASECO Private Wealth
+$7.36M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$5.18M
4
BPA
Beacon Pointe Advisors
California
+$2.27M
5
AFA
AA Financial Advisors
Ohio
+$2.23M

Top Sellers

1
PA
ProCore Advisors
California
-$8.78M
2
Corient Private Wealth
Corient Private Wealth
Florida
-$6M
3
MMA
Miracle Mile Advisors
California
-$4.3M
4
AIM
Archer Investment Management
Texas
-$3.71M
5
Jane Street
Jane Street
New York
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
101
Cardiff Park Advisors
California
$111K – – –
OCM
102
Orion Capital Management
California
$106K -$13K -250 -11%
PS
103
Pinney & Scofield
Massachusetts
$75.7K +$8.59K +165 +13%
GJIA
104
Glass Jacobson Investment Advisors
Maryland
$69.2K – – –
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$67.5K – – –
ME
106
McIlrath & Eck
Washington
$48.9K – – –
EWA
107
Elevate Wealth Advisory
Georgia
$46.9K – – –
EWP
108
Elevation Wealth Partners
California
$45.4K – – –
HI
109
Harbour Investments
Wisconsin
$43.3K +$43.5K +836 New
SFC
110
SYM Financial Corp
Indiana
$35.3K +$19.9K +383 +128%
IA
111
IFP Advisors
Florida
$32.9K +$2.81K +54 +9%
JFA
112
JNBA Financial Advisors
Minnesota
$24.6K – – –
BH
113
Burk Holdings
Oklahoma
$15.3K +$15.4K +296 New
SPIA
114
Steward Partners Investment Advisory
New York
$10.3K – – –
JP Morgan Chase
115
JP Morgan Chase
New York
$8.28K +$260 +5 +3%
ASN
116
Advisory Services Network
Georgia
$4.81K +$4.84K +93 New
AF
117
Allworth Financial
California
$3.28K – – –
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$1.34K – – –
PA
119
ProCore Advisors
California
– -$8.78M -169,411 Closed
AIM
120
Archer Investment Management
Texas
– -$3.71M -71,624 Closed
AFC
121
Avise Financial Cooperative
California
– -$386K -7,458 Closed
US Bancorp
122
US Bancorp
Minnesota
– -$90.9K -1,755 Closed
1 2 3 4
5

DFSB Hedge Fund Activity: Q1 2026 in Review

118 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q1 2026, worth a combined $497M — up 4.3% from $476M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new DFSB positions and 4 closed out — a net gain of 8 holders — while 63 added to existing stakes and 14 trimmed.

The largest buyer was Abacus Wealth Partners, adding an estimated $9.34M. The largest seller was ProCore Advisors, exiting entirely with an estimated $8.78M sold.

  • 118 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q1 2026, up from 110 in Q4 2025.
  • Funds reported $497M of Dimensional Global Sustainability Fixed Income ETF stock for Q1 2026, up 4.3% quarter-over-quarter.
  • 12 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q1 2026 and 4 closed out, a net change of +8 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q1 2026 was Abacus Wealth Partners, an estimated $9.34M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q1 2026 was ProCore Advisors, an estimated $8.78M sold.

Based on aggregated 13F filings for Q1 2026.