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Dimensional Global Sustainability Fixed Income ETF

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.

New
Increased
Maintained
Reduced
Closed

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: 68 (+2)

15% more funds holding

Funds holding: 96110 (+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%)

Holders
110
Holders Change
+14
Holders Change %
+14.58%
% of All Funds
1.34%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
18
Increased
72
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$126M +$9.35M +177,273 +8%
MPW
2
MASECO Private Wealth
$88.8M +$6.14M +116,415 +7%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$38.4M +$6.61M +125,305 +20%
QFA
4
Quantum Financial Advisors
California
$26.7M +$1.48M +28,060 +6%
MMA
5
Miracle Mile Advisors
California
$17M -$80K -1,517 -0.5%
SW
6
Simplicity Wealth
New Jersey
$13.2M +$13.4M +254,275 New
SEI Investments
7
SEI Investments
Pennsylvania
$12.7M +$1.31M +24,866 +11%
Corient Private Wealth
8
Corient Private Wealth
Florida
$12.5M +$6.42M +121,655 +102%
SI
9
Seeds Investor
New York
$12M +$1.38M +26,228 +13%
PCI
10
Planning Center Inc
Illinois
$9.54M +$1.3M +24,624 +15%
PWM
11
Parkshore Wealth Management
California
$9.16M +$902K +17,096 +11%
MWM
12
Momentous Wealth Management
Washington
$8.97M +$706K +13,383 +8%
PA
13
ProCore Advisors
California
$8.78M +$8.94M +169,411 New
CC
14
Citrine Capital
California
$8.26M +$713K +13,516 +9%
AC
15
Apella Capital
Connecticut
$6.66M +$1.01M +19,106 +17%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.81M +$92.3K +1,749 +2%
AIC
17
Allodium Investment Consultants
Minnesota
$4.5M +$122K +2,316 +3%
OIA
18
OneDigital Investment Advisors
Kansas
$3.97M +$685K +12,976 +20%
AIM
19
Archer Investment Management
Texas
$3.71M -$924K -17,510 -20%
Jane Street
20
Jane Street
New York
$3.25M -$2.81M -53,172 -46%
RIP
21
RAM Investment Partners
Washington
$3.06M +$397K +7,519 +15%
Betterment LLC
22
Betterment LLC
New York
$2.86M +$685K +12,978 +31%
SWGC
23
Summit Wealth Group (Colorado)
Colorado
$2.51M +$2.56M +48,433 New
BPA
24
Beacon Pointe Advisors
California
$2.35M +$1.69M +32,073 +242%
BJB
25
Broadhurst Jeffrey B
$2.19M +$2.23M +42,226 New

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.