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.
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%)
Top Buyers
| 1 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$13.4M |
| 2 |
AWP
Abacus Wealth Partners
Santa Monica,
California
|
+$9.35M |
| 3 |
Mercer Global Advisors
Denver,
Colorado
|
+$6.61M |
| 4 |
Corient Private Wealth
Miami,
Florida
|
+$6.42M |
| 5 |
MPW
MASECO Private Wealth
London,
|
+$6.14M |
Top Sellers
| 1 |
Jane Street
New York
|
-$2.81M |
| 2 |
FPAS
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
-$2.68M |
| 3 |
Goldman Sachs
New York
|
-$2.2M |
| 4 |
AIM
Archer Investment Management
Austin,
Texas
|
-$924K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$207K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ME
101
McIlrath & Eck
Arlington,
Washington
| $49K | – | – | – |
|
|
EWA
102
Elevate Wealth Advisory
Athens,
Georgia
| $47K | – | – | – |
|
|
EWP
103
Elevation Wealth Partners
Santa Rosa,
California
| $45.5K | +$1.48K | +28 | +3% |
|
|
IA
104
IFP Advisors
Tampa,
Florida
| $30.1K | +$6.17K | +117 | +25% |
|
|
JFA
105
JNBA Financial Advisors
Bloomington,
Minnesota
| $24.6K | +$25K | +474 | New |
|
|
SFC
106
SYM Financial Corp
Winona Lake,
Indiana
| $15.5K | – | – | – |
|
|
SPIA
107
Steward Partners Investment Advisory
New York
| $10.4K | – | – | – |
|
108
JP Morgan Chase
New York
| $8.08K | +$317 | +6 | +4% |
|
|
AF
109
Allworth Financial
Folsom,
California
| $3.28K | +$106 | +2 | +3% |
|
110
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $1K | – | – | – |
|
|
111
Goldman Sachs
New York
| – | -$2.2M | -41,277 | Closed |
|
|
112
Envestnet Asset Management
Chicago,
Illinois
| – | -$207K | -3,878 | Closed |
|
|
GWSG
113
GPS Wealth Strategies Group
Centennial,
Colorado
| – | -$23.2K | -435 | Closed |
|
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.