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Dimensional Global Sustainability Fixed Income ETF

63 hedge funds and large institutions have $184M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
32
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AFG
26
Altiora Financial Group
Ohio
$532K
W
27
WPWealth
Texas
$508K +$508K +9,559 New
HPFG
28
Hart & Patterson Financial Group
Massachusetts
$504K -$6.75K -127 -1%
HighTower Advisors
29
HighTower Advisors
Illinois
$482K -$851 -16 -0.2%
RCAG
30
Rehmann Capital Advisory Group
Michigan
$447K +$101K +1,899 +29%
SWA
31
Sax Wealth Advisors
New Jersey
$444K
TFM
32
Trademark Financial Management
Minnesota
$440K +$31.5K +592 +8%
LAM
33
LifePro Asset Management
California
$394K
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$381K +$77.5K +1,456 +26%
LFA
35
Level Financial Advisors
New York
$358K -$11.6K -218 -3%
NA
36
NewEdge Advisors
Louisiana
$349K +$744 +14 +0.2%
KAS
37
Kestra Advisory Services
Texas
$345K -$141K -2,655 -29%
JC
38
Jentner Corp
Ohio
$283K
TWM
39
Tanager Wealth Management
United Kingdom
$271K -$15.1K -284 -5%
FFG
40
Fiduciary Financial Group
California
$267K +$267K +5,058 New
VBA
41
von Borstel & Associates
Oregon
$262K +$262K +4,928 New
Pathstone Holdings
42
Pathstone Holdings
New Jersey
$261K +$1.49K +28 +0.6%
Osaic Holdings
43
Osaic Holdings
Arizona
$255K +$255K +4,805 New
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$232K -$1.44K -27 -0.6%
GWM
45
Grand Wealth Management
Michigan
$210K +$851 +16 +0.4%
EFP
46
EnRich Financial Partners
Wisconsin
$206K +$16.3K +307 +9%
SFC
47
Sprinkle Financial Consultants
Colorado
$205K +$205K +3,858 New
JWA
48
JFS Wealth Advisors
Pennsylvania
$166K
EWA
49
EP Wealth Advisors
California
$161K +$161K +3,020 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$105K +$1.54K +29 +1%