Who Owns Dimensional - Global Sustainability Fixed Income ETF (DFSB)?Hedge Fund & Institutional Holders

$51.57-0.08 (-0.15%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$50.20$51.10$52.01$52.91$53.82Sep 24Jun 25Mar 26

DFSB — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Simplicity Wealth,LLCNew Position+254K+$13.2B
Planning Center, Inc.New Position+184K+$9.5B
Citrine Capital LLCNew Position+160K+$8.3B
Abacus Wealth Partners, LLCIncreased+177K+$5.9B
MERCER GLOBAL ADVISORS INC /ADVIncreased+125K+$5.1B
MASECO LLPIncreased+116K+$3.7B
RAM Investment Partners, LLCNew Position+59K+$3.1B
SUMMIT WEALTH GROUP LLC / CONew Position+48K+$2.5B
Vermillion Wealth Management, Inc.New Position+30K+$1.5B
Samalin Investment Counsel, LLCNew Position+28K+$1.4B
Creative Capital Management Investments LLCNew Position+26K+$1.4B
Tanager Wealth Management LLPNew Position+26K+$1.3B
SEEDS INVESTOR LLCIncreased+26K+$1.1B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+19K+$1.0B
Flagstone Financial ManagementNew Position+18K+$926.0M

DFSB — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
JANE STREET GROUP, LLCDecreased-53K-$6.2B
GOLDMAN SACHS GROUP INCClosed Position-41K-$2.2B
Archer Investment Management, LLCDecreased-18K-$1.0B
RW Investment Management LLCClosed Position-15K-$780.2M
Focus Partners Advisor Solutions, LLCDecreased-51K-$2.9M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Abacus Wealth Partners, LLC2,430,920$125.9B12.35%Share
2MASECO LLP1,715,344$88.8B3.87%Share
3MERCER GLOBAL ADVISORS INC /ADV742,208$38.0B57.93%Share
4Quantum Financial Advisors, LLC515,112$26.7B3.00%Share
5Simplicity Wealth,LLC254,275$13.2B0.79%Share
6SEI INVESTMENTS CO245,675$12.0B11.84%Share
7SEEDS INVESTOR LLC230,714$11.9B2.29%Share
8Planning Center, Inc.184,211$9.5B0.97%Share
9Parkshore Wealth Management, Inc.176,848$9.2B3.44%Share
10Momentous Wealth Management, Inc.173,216$9.0B5.09%Share
11Citrine Capital LLC159,556$8.3B3.84%Share
12Allodium Investment Consultants, LLC86,878$4.5B2.28%Share
13Archer Investment Management, LLC71,624$3.7B2.00%Share
14RAM Investment Partners, LLC59,084$3.1B0.55%Share
15OneDigital Investment Advisors LLC76,643$3.0B29.40%Share
16SUMMIT WEALTH GROUP LLC / CO48,433$2.5B0.33%Share
17Vermillion Wealth Management, Inc.29,560$1.5B0.62%Share
18Samalin Investment Counsel, LLC27,946$1.4B0.51%Share
19Creative Capital Management Investments LLC26,092$1.4B0.41%Share
20Tanager Wealth Management LLP25,781$1.3B0.13%Share
21Babb Wealth Advisors LLC22,953$1.2B0.67%Share
22Skyline Advisors, Inc.22,790$1.2B0.39%Share
23CURIO WEALTH, LLC20,789$1.1B0.38%Share
24COMMONWEALTH EQUITY SERVICES, LLC19,469$1.0B1.33%Share
25Flagstone Financial Management17,887$926.0M0.24%Share
26Wealth Advisors Northwest LLC16,385$848.0M0.38%Share
27Mason & Associates Inc15,874$822.0M0.15%Share
28BetterWealth, LLC15,363$795.0M0.18%Share
29Rehmann Capital Advisory Group14,426$747.0M0.04%Share
30Krilogy Financial LLC13,578$707.0M0.02%Share
31Concord Wealth Partners13,493$698.0M0.09%Share
32Geometric Wealth Advisors13,233$685.0M0.09%Share
33Aerodigm Wealth, LLC13,214$684.0M0.24%Share
34Vestment Financial LLC11,581$602.0M0.31%Share
35WPWealth LLP11,457$593.0M0.09%Share
36DiNuzzo Private Wealth, Inc.10,481$542.0M0.06%Share
37Level Financial Advisors10,019$518.0M0.14%Share
38M. Kulyk & Associates, LLC9,144$473.0M0.09%Share
39Root Financial Partners, LLC8,884$460.0M0.02%Share
40FIDUCIARY FINANCIAL GROUP, LLC8,543$442.0M0.06%Share
41Aspen Capital Management, LLC7,939$411.0M0.10%Share
42Shore Point Advisors, LLC7,586$392.0M0.17%Share
43SAX WEALTH ADVISORS, LLC7,366$381.0M0.02%Share
44COMPASS CAPITAL CORP /MA/ /ADV7,063$368.0M0.14%Share
45XY Planning Network, Inc.7,053$365.0M0.06%Share
46GRAND WEALTH MANAGEMENT, LLC6,831$353.0M0.16%Share
47Wealthcare Advisory Partners LLC6,765$350.0M6.88%Share
48Stewardship Advisors, LLC6,702$347.0M0.08%Share
49Farther Finance Advisors, LLC5,761$298.0M3.19%Share
50Greenspring Advisors, LLC4,859$251.0M0.02%Share

DFSB Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025109$395.6B+52
Q3 202557$341.7B-31
Q2 202588$322.9B-3
Q1 202591$266.0B+20
Q4 202471$12.2T+29
Q3 202442$18.2T+1
Q2 202441$13.4T+8
Q1 202433$11.9T—

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As of Q4 2025, 50 institutional investors hold DFSB (Dimensional - Global Sustainability Fixed Income ETF). The largest holder is Abacus Wealth Partners, LLC with $125.9B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own DFSB?

As of Q4 2025, 50 institutional investors report holding DFSB (Dimensional - Global Sustainability Fixed Income ETF) in their 13F filings.

Who is the largest institutional holder of DFSB?

The largest institutional holder of DFSB is Abacus Wealth Partners, LLC with $125.9B in shares.

Is institutional ownership of DFSB increasing or decreasing?

This quarter, 11 institutions opened new positions in DFSB and 2 closed their positions.