Dimensional Global Sustainability Fixed Income
DFSB • ARCA
Dimensional Global Sustainability Fixed Income is an exchange-traded fund on ARCA. As of Q3 2025, 95 institutional investors hold shares in this ETF, with total holdings valued at $335.7M. Abacus Wealth Partners, LLC is the largest holder with a position valued at $120.1M.
Overview
Overview of institutional ownership in DFSB as of Q3 2025
All Institutions
- Institutions
- 95
- Value Held
- $335.7M
- Shares Held
- 6.3M
- Avg Position
- $3.5M
- Median Position
- $538.0K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in DFSB as of Q3 2025
| Institution | Position Value |
|---|---|
 Abacus Wealth Partners, LLC RIA/Wealth | $120.1M 17.28% of portfolio |
 MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | $32.9M 0.05% of portfolio |
 Quantum Financial Advisors, LLC RIA/Wealth | $25.9M 3.17% of portfolio |
 Miracle Mile Advisors, LLC RIA/Wealth | $17.5M 0.27% of portfolio |
S SEI INVESTMENTS CO Institution | $11.8M 0.01% of portfolio |
 SEEDS INVESTOR LLC Long Only Manager | $10.9M 2.30% of portfolio |
M Momentous Wealth Management, Inc. RIA/Wealth | $8.5M 5.40% of portfolio |
 Parkshore Wealth Management, Inc. RIA/Wealth | $8.5M 3.47% of portfolio |
 Planning Center, Inc. Real Assets | $8.5M 0.89% of portfolio |
 Citrine Capital LLC RIA/Wealth | $7.8M 3.61% of portfolio |
Net Capital Flow
Institutional buying and selling activity for DFSB in Q3 2025
- Traded
- +$74.7M
- Buyers
- 62
- Sellers
- 17
- Total Bought
- +$81.7M
- Total Sold
- −$6.9M
- Avg Position
- $3.4M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MERCER GLOBAL ADVISORS INC /ADV RIA/Wealth | +$30.6M +573.7K shares |
Miracle Mile Advisors, LLC RIA/Wealth | +$17.5M +329.2K shares |
Abacus Wealth Partners, LLC RIA/Wealth | +$8.2M +154.8K shares |
J JANE STREET GROUP, LLC Institution | +$6.2M +115.9K shares |
 GOLDMAN SACHS GROUP INC Institution | +$2.2M +41.3K shares |
 Buckingham Strategic Partners RIA/Wealth | +$2.1M +39.8K shares |
Quantum Financial Advisors, LLC RIA/Wealth | +$1.8M +33.5K shares |
Parkshore Wealth Management, Inc. RIA/Wealth | +$1.7M +31.3K shares |
S SEI INVESTMENTS CO Institution | +$1.6M +29.8K shares |
A Apella Capital, LLC Institution | +$1.3M +23.8K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | −$1.9M −36.4K shares |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | −$1.8M −33.0K shares |
−$1.1M −20.0K shares | |
C Concord Asset Management, LLC/VA RIA/Wealth | −$661.5K −12.6K shares |
 Altiora Financial Group, LLC RIA/Wealth | −$524.3K −10.0K shares |
O OLD MISSION CAPITAL LLC Institution | −$365.8K −7.0K shares |
 LexAurum Advisors, LLC RIA/Wealth | −$223.6K −4.3K shares |
 Goss Wealth Management LLC RIA/Wealth | −$148.5K −2.8K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$146.4K −2.7K shares |
 DiNuzzo Private Wealth, Inc. RIA/Wealth | −$61.3K −1.2K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited DFSB in Q3 2025
- New Positions
- 5
- New Value
- $18.7M
- Exited Positions
- 5
- Exited Value
- $3.7M
New Positions
| Institution | Position Value |
|---|---|
Miracle Mile Advisors, LLC RIA/Wealth | $17.5M 329.2K shares |
 Beacon Pointe Advisors, LLC RIA/Wealth | $707.4K 13.3K shares |
R Rossby Financial, LCC RIA/Wealth | $190.2K 3.6K shares |
 Washington Trust Advisors, Inc. RIA/Wealth | $184.4K 3.5K shares |
R ROYAL BANK OF CANADA Institution | $51.7K 970.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
SUMMIT WEALTH GROUP LLC / CO RIA/Wealth | $1.9M 36.4K shares |
C Concord Asset Management, LLC/VA RIA/Wealth | $661.5K 12.6K shares |
Altiora Financial Group, LLC RIA/Wealth | $524.3K 10.0K shares |
O OLD MISSION CAPITAL LLC Institution | $365.8K 7.0K shares |
LexAurum Advisors, LLC RIA/Wealth | $223.6K 4.3K shares |
Options Activity
Institutions with the largest Call and Put options positions in DFSB as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with DFSB as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Abacus Wealth Partners, LLC RIA/Wealth | 17.28% $120.1M |
M Momentous Wealth Management, Inc. RIA/Wealth | 5.40% $8.5M |
Citrine Capital LLC RIA/Wealth | 3.61% $7.8M |
Parkshore Wealth Management, Inc. RIA/Wealth | 3.47% $8.5M |
Quantum Financial Advisors, LLC RIA/Wealth | 3.17% $25.9M |
 Archer Investment Management, LLC RIA/Wealth | 2.92% $4.7M |
 Allodium Investment Consultants, LLC RIA/Wealth | 2.54% $4.5M |
SEEDS INVESTOR LLC Long Only Manager | 2.30% $10.9M |
Planning Center, Inc. Real Assets | 0.89% $8.5M |
V Vermillion Wealth Management, Inc. RIA/Wealth | 0.67% $1.5M |