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Dimensional Global Sustainability Fixed Income ETF

92 hedge funds and large institutions have $281M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

285% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

12% more capital invested

Capital invested by funds: $251M → $281M (+$29.9M)

8% more funds holding

Funds holding: 8592 (+7)

2.48% more ownership

Funds ownership: 60.88%63.36% (+2.5%)

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
1.23%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
16
Increased
50
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$108M +$667K +13,020 +0.6%
QFA
2
Quantum Financial Advisors
California
$23.5M +$3.02M +58,888 +15%
BOC
3
Blue Oak Capital
California
$16.4M +$1.25M +24,431 +8%
PCM
4
Passive Capital Management
Maryland
$12.6M +$19.3M +376,440 New
SI
5
Seeds Investor
New York
$10.1M -$834K -16,285 -8%
Raymond James Financial
6
Raymond James Financial
Florida
$9.04M +$8.99M +175,533 New
SEI Investments
7
SEI Investments
Pennsylvania
$8.99M +$1.66M +32,363 +23%
PCI
8
Planning Center Inc
Illinois
$7.58M +$7.54M +147,228 New
MWM
9
Momentous Wealth Management
Washington
$7.52M +$456K +8,898 +6%
CC
10
Citrine Capital
California
$6.96M -$60.2K -1,176 -0.9%
Corient Private Wealth
11
Corient Private Wealth
Florida
$6.56M +$1.09M +21,233 +20%
PWM
12
Parkshore Wealth Management
California
$4.61M +$1.57M +30,635 +52%
AIM
13
Archer Investment Management
Texas
$4.39M -$204K -3,975 -4%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.16M +$299K +5,830 +8%
AC
15
Apella Capital
Connecticut
$4.01M +$582K +11,363 +17%
AIC
16
Allodium Investment Consultants
Minnesota
$3.39M +$728K +14,222 +28%
OIA
17
OneDigital Investment Advisors
Kansas
$3.25M +$739K +14,432 +30%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.86M +$65.1K +1,272 +2%
FPAS
19
Focus Partners Advisor Solutions
Missouri
$2.44M +$329K +6,432 +16%
RIP
20
RAM Investment Partners
Washington
$2.08M +$77.6K +1,515 +4%
SIC
21
Samalin Investment Counsel
New York
$1.57M +$6.66K +130 +0.4%
Betterment LLC
22
Betterment LLC
New York
$1.55M +$29.6K +578 +2%
LPL Financial
23
LPL Financial
California
$1.55M +$291K +5,684 +23%
VWM
24
Vermillion Wealth Management
Minnesota
$1.38M +$2.36K +46 +0.2%
CCMI
25
Creative Capital Management Investments
California
$1.27M +$81.7K +1,595 +7%

DFSB Hedge Fund Activity: Q1 2025 in Review

92 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q1 2025, worth a combined $281M — up 12% from $251M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new DFSB positions and 8 closed out — a net gain of 8 holders — while 50 added to existing stakes and 13 trimmed.

The largest buyer was Passive Capital Management, opening a new position worth an estimated $19.3M. The largest seller was RFG Advisory, exiting entirely with an estimated $12M sold.

  • 92 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q1 2025, up from 85 in Q4 2024.
  • Funds reported $281M of Dimensional Global Sustainability Fixed Income ETF stock for Q1 2025, up 12% quarter-over-quarter.
  • 16 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q1 2025 and 8 closed out, a net change of +8 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q1 2025 was Passive Capital Management, an estimated $19.3M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q1 2025 was RFG Advisory, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2025.