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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
+1
Holders Change %
+1.09%
% of All Funds
1.25%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
10
Increased
38
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CCMI
26
Creative Capital Management Investments
California
$1.29M
VWM
27
Vermillion Wealth Management
Minnesota
$1.25M -$154K -2,935 -11%
TWM
28
Tanager Wealth Management
United Kingdom
$1.24M +$16.8K +321 +1%
SA
29
Skyline Advisors
Washington
$1.04M +$72.8K +1,389 +8%
CW
30
Curio Wealth
Maryland
$940K +$939K +17,910 +179,100%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$930K -$1.98M -37,826 -68%
BWA
32
Babb Wealth Advisors
Arizona
$925K -$7.76K -148 -0.8%
SCA
33
Strathmore Capital Advisors
North Carolina
$896K +$896K +17,149 New
RIM
34
RW Investment Management
Idaho
$745K
B
35
BetterWealth
California
$741K +$30.6K +584 +4%
SFA
36
Sequoia Financial Advisors
Ohio
$730K +$11.2K +213 +2%
MWM
37
Modera Wealth Management
New Jersey
$693K +$472 +9 +0.1%
CWP
38
Concord Wealth Partners
Virginia
$661K
CAMV
39
Concord Asset Management (Virginia)
Virginia
$661K +$661K +12,616 New
FFM
40
Flagstone Financial Management
Nebraska
$654K +$187K +3,561 +40%
NA
41
NewEdge Advisors
Louisiana
$620K -$5.56K -106 -0.9%
DPW
42
DiNuzzo Private Wealth
Pennsylvania
$597K -$46.4K -885 -7%
GWA
43
Geometric Wealth Advisors
District of Columbia
$591K -$22.7K -432 -4%
W
44
WPWealth
Texas
$584K -$31.4K -598 -5%
PAG
45
Private Advisor Group
New Jersey
$564K +$19.1K +365 +4%
HighTower Advisors
46
HighTower Advisors
Illinois
$559K
WAN
47
Wealth Advisors Northwest
Oregon
$556K +$18.6K +354 +3%
ACM
48
Aspen Capital Management
Idaho
$537K +$300K +5,729 +127%
AFG
49
Altiora Financial Group
Ohio
$524K
CFA
50
Cahill Financial Advisors
Minnesota
$521K