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Dimensional Global Sustainability Fixed Income ETF
DFSB

Overview Fund Activity

93 hedge funds and large institutions have $351M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
+1
Holders Change %
+1.09%
% of All Funds
1.25%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
10
Increased
38
Reduced
24
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWM
Parkshore Wealth Management
California
$6.74M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
$2.27M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$1.94M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.74M
5
CW
Curio Wealth
Maryland
$940K

Top Sellers

1
PCM
Passive Capital Management
Maryland
$0
2
Raymond James Financial
Raymond James Financial
Florida
$0
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$930K
4
Corient Private Wealth
Corient Private Wealth
Florida
$5.5M
5
Jane Street
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWP
1
Abacus Wealth Partners
California
$110M +$339K +6,459 +0.3%
MPW
2
MASECO Private Wealth
$76.3M +$76.3M +1,455,542 New
QFA
3
Quantum Financial Advisors
California
$23.8M -$140K -2,676 -0.6%
BOC
4
Blue Oak Capital
California
$17.5M +$841K +16,040 +5%
SEI Investments
5
SEI Investments
Pennsylvania
$10M +$864K +16,482 +9%
SI
6
Seeds Investor
New York
$9.78M -$530K -10,114 -5%
PCI
7
Planning Center Inc
Illinois
$8.32M +$600K +11,450 +8%
MWM
8
Momentous Wealth Management
Washington
$8.26M +$604K +11,513 +8%
CC
9
Citrine Capital
California
$7.46M +$375K +7,152 +5%
PWM
10
Parkshore Wealth Management
California
$6.74M +$2.04M +38,875 +43%
Corient Private Wealth
11
Corient Private Wealth
Florida
$5.5M -$1.19M -22,618 -18%
AIM
12
Archer Investment Management
Texas
$4.54M +$69.9K +1,334 +2%
AC
13
Apella Capital
Connecticut
$4.47M +$367K +7,019 +9%
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.37M +$140K +2,681 +3%
AIC
15
Allodium Investment Consultants
Minnesota
$3.99M +$537K +10,246 +16%
OIA
16
OneDigital Investment Advisors
Kansas
$2.82M -$488K -9,303 -15%
FPAS
17
Focus Partners Advisor Solutions
Missouri
$2.76M +$277K +5,284 +11%
RIP
18
RAM Investment Partners
Washington
$2.57M +$446K +8,504 +21%
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.27M +$2.01M +38,248 +771%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.94M +$1.53M +29,095 +372%
SWGC
21
Summit Wealth Group (Colorado)
Colorado
$1.91M +$1.91M +36,406 New
LPL Financial
22
LPL Financial
California
$1.9M +$329K +6,282 +21%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.74M +$1.08M +20,568 +164%
Betterment LLC
24
Betterment LLC
New York
$1.54M -$36.9K -704 -2%
SIC
25
Samalin Investment Counsel
New York
$1.38M -$223K -4,244 -14%
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