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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
AFA
26
AA Financial Advisors
Ohio
$2.21M
VWM
27
Vermillion Wealth Management
Minnesota
$1.53M
WUW
28
Wheels Up Wealth
California
$1.43M
SIC
29
Samalin Investment Counsel
New York
$1.4M
CCMI
30
Creative Capital Management Investments
California
$1.38M
SFA
31
Sequoia Financial Advisors
Ohio
$1.36M
TWM
32
Tanager Wealth Management
United Kingdom
$1.34M
BWA
33
Babb Wealth Advisors
Arizona
$1.31M
RIM
34
RW Investment Management
Idaho
$1.15M
CW
35
Curio Wealth
Maryland
$1.08M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.05M
Osaic Holdings
37
Osaic Holdings
Arizona
$1.03M
HighTower Advisors
38
HighTower Advisors
Illinois
$1M
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$975K
RFP
40
Root Financial Partners
California
$936K
SCA
41
Strathmore Capital Advisors
North Carolina
$911K
WAN
42
Wealth Advisors Northwest
Oregon
$907K
VBA
43
von Borstel & Associates
Oregon
$890K
FFM
44
Flagstone Financial Management
Nebraska
$886K
SA
45
Skyline Advisors
Washington
$872K
MAC
46
Mason & Associates (California)
California
$818K
B
47
BetterWealth
California
$810K
RCAG
48
Rehmann Capital Advisory Group
Michigan
$746K
PFS
49
Professional Financial Solutions
Virginia
$739K
MWM
50
McCartney Wealth Management
Missouri
$722K