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Dimensional Global Sustainability Fixed Income ETF

118 hedge funds and large institutions have $496M invested in Dimensional Global Sustainability Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$135M
MPW
2
MASECO Private Wealth
$96M
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$43.6M
QFA
4
Quantum Financial Advisors
California
$27.2M
SEI Investments
5
SEI Investments
Pennsylvania
$13.5M
SI
6
Seeds Investor
New York
$13.4M
SW
7
Simplicity Wealth
New Jersey
$13M
MMA
8
Miracle Mile Advisors
California
$12.7M
PWM
9
Parkshore Wealth Management
California
$11.2M
PCI
10
Planning Center Inc
Illinois
$9.78M
MWM
11
Momentous Wealth Management
Washington
$9.53M
CC
12
Citrine Capital
California
$8.55M
AC
13
Apella Capital
Connecticut
$8.31M
Corient Private Wealth
14
Corient Private Wealth
Florida
$6.5M
AIC
15
Allodium Investment Consultants
Minnesota
$5.42M
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.91M
BPA
17
Beacon Pointe Advisors
California
$4.6M
FPAS
18
Focus Partners Advisor Solutions
Missouri
$4.2M
OIA
19
OneDigital Investment Advisors
Kansas
$4M
RIP
20
RAM Investment Partners
Washington
$3.25M
Betterment LLC
21
Betterment LLC
New York
$3.02M
SWGC
22
Summit Wealth Group (Colorado)
Colorado
$2.56M
LPL Financial
23
LPL Financial
California
$2.51M
FFA
24
Farther Finance Advisors
California
$2.42M
BJB
25
Broadhurst Jeffrey B
$2.32M