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Dimensional Global Sustainability Fixed Income ETF

93 hedge funds and large institutions have $351M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 38 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$12.6M
2 -$9.04M
3 -$1.98M
4
Corient Private Wealth
Corient Private Wealth
Florida
-$1.19M
5
Jane Street
Jane Street
New York
-$1.13M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$110M
MPW
2
MASECO Private Wealth
$76.3M
QFA
3
Quantum Financial Advisors
California
$23.8M
BOC
4
Blue Oak Capital
California
$17.5M
SEI Investments
5
SEI Investments
Pennsylvania
$10M
SI
6
Seeds Investor
New York
$9.78M
PCI
7
Planning Center Inc
Illinois
$8.32M
MWM
8
Momentous Wealth Management
Washington
$8.26M
CC
9
Citrine Capital
California
$7.46M
PWM
10
Parkshore Wealth Management
California
$6.74M
Corient Private Wealth
11
Corient Private Wealth
Florida
$5.5M
AIM
12
Archer Investment Management
Texas
$4.54M
AC
13
Apella Capital
Connecticut
$4.47M
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.37M
AIC
15
Allodium Investment Consultants
Minnesota
$3.99M
OIA
16
OneDigital Investment Advisors
Kansas
$2.82M
FPAS
17
Focus Partners Advisor Solutions
Missouri
$2.76M
RIP
18
RAM Investment Partners
Washington
$2.57M
Mercer Global Advisors
19
Mercer Global Advisors
Colorado
$2.27M
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.94M
SWGC
21
Summit Wealth Group (Colorado)
Colorado
$1.91M
LPL Financial
22
LPL Financial
California
$1.9M
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.74M
Betterment LLC
24
Betterment LLC
New York
$1.54M
SIC
25
Samalin Investment Counsel
New York
$1.38M