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Dimensional Global Sustainability Fixed Income ETF
DFSB

96 hedge funds and large institutions have $421M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

308% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

20% more capital invested

Capital invested by funds: $351M → $421M (+$70.2M)

6.3% more ownership

Funds ownership: 72.71% → 79.01% (+6.3%)

3% more funds holding

Funds holding: 93 → 96 (+3)

33% less funds holding in top 10

Funds holding in top 10: 9 → 6 (-3)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
1.26%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
10
Increased
53
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$30.2M
2
MMA
Miracle Mile Advisors
California
+$17.3M
3
AWP
Abacus Wealth Partners
California
+$8.15M
4
MPW
MASECO Private Wealth
+$7.55M
5
Jane Street
Jane Street
New York
+$6.11M

Top Sellers

1
SWGC
Summit Wealth Group (Colorado)
Colorado
-$1.91M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.74M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.05M
4
CAMV
Concord Asset Management (Virginia)
Virginia
-$661K
5
AFG
Altiora Financial Group
Ohio
-$524K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWP
1
Abacus Wealth Partners
California
$120M +$8.15M +154,801 +7%
MPW
2
MASECO Private Wealth
$85.2M +$7.55M +143,387 +10%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$32.9M +$30.2M +573,697 +1,328%
QFA
4
Quantum Financial Advisors
California
$25.9M +$1.76M +33,491 +7%
MMA
5
Miracle Mile Advisors
California
$17.5M +$17.3M +329,164 New
SEI Investments
6
SEI Investments
Pennsylvania
$11.8M +$1.57M +29,821 +16%
SI
7
Seeds Investor
New York
$10.9M +$947K +17,975 +10%
MWM
8
Momentous Wealth Management
Washington
$8.51M +$119K +2,267 +1%
PWM
9
Parkshore Wealth Management
California
$8.51M +$1.65M +31,290 +24%
PCI
10
Planning Center Inc
Illinois
$8.5M +$47.9K +909 +0.6%
CC
11
Citrine Capital
California
$7.78M +$196K +3,720 +3%
Corient Private Wealth
12
Corient Private Wealth
Florida
$6.35M +$755K +14,330 +14%
Jane Street
13
Jane Street
New York
$6.18M +$6.11M +115,930 New
AC
14
Apella Capital
Connecticut
$5.89M +$1.25M +23,790 +28%
FPAS
15
Focus Partners Advisor Solutions
Missouri
$4.9M +$2.1M +39,816 +76%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.86M +$395K +7,502 +9%
AIM
17
Archer Investment Management
Texas
$4.75M +$131K +2,494 +3%
AIC
18
Allodium Investment Consultants
Minnesota
$4.5M +$445K +8,453 +11%
OIA
19
OneDigital Investment Advisors
Kansas
$3.39M +$520K +9,865 +18%
RIP
20
RAM Investment Partners
Washington
$2.75M +$139K +2,633 +5%
Betterment LLC
21
Betterment LLC
New York
$2.25M +$676K +12,836 +44%
Goldman Sachs
22
Goldman Sachs
New York
$2.2M +$2.17M +41,277 New
LPL Financial
23
LPL Financial
California
$2.08M +$146K +2,769 +8%
VWM
24
Vermillion Wealth Management
Minnesota
$1.52M +$248K +4,718 +20%
SIC
25
Samalin Investment Counsel
New York
$1.46M +$57.6K +1,093 +4%
1
2 3 4 5

DFSB Hedge Fund Activity: Q3 2025 in Review

96 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Dimensional Global Sustainability Fixed Income ETF (DFSB) for Q3 2025, worth a combined $421M — up 20% from $351M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new DFSB positions and 5 closed out — a net gain of 5 holders — while 53 added to existing stakes and 13 trimmed.

The largest buyer was Mercer Global Advisors, adding an estimated $30.2M. The largest seller was Summit Wealth Group (Colorado), exiting entirely with an estimated $1.91M sold.

  • 96 institutional investors held Dimensional Global Sustainability Fixed Income ETF (DFSB) as of Q3 2025, up from 93 in Q2 2025.
  • Funds reported $421M of Dimensional Global Sustainability Fixed Income ETF stock for Q3 2025, up 20% quarter-over-quarter.
  • 10 funds opened new Dimensional Global Sustainability Fixed Income ETF positions in Q3 2025 and 5 closed out, a net change of +5 holders.
  • The largest Dimensional Global Sustainability Fixed Income ETF buyer in Q3 2025 was Mercer Global Advisors, an estimated $30.2M added.
  • The largest Dimensional Global Sustainability Fixed Income ETF seller in Q3 2025 was Summit Wealth Group (Colorado), an estimated $1.91M sold.

Based on aggregated 13F filings for Q3 2025.