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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
CCMI
26
Creative Capital Management Investments
California
$1.29M
VWM
27
Vermillion Wealth Management
Minnesota
$1.25M
TWM
28
Tanager Wealth Management
United Kingdom
$1.24M
SA
29
Skyline Advisors
Washington
$1.04M
CW
30
Curio Wealth
Maryland
$940K
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$930K
BWA
32
Babb Wealth Advisors
Arizona
$925K
SCA
33
Strathmore Capital Advisors
North Carolina
$896K
RIM
34
RW Investment Management
Idaho
$745K
B
35
BetterWealth
California
$741K
SFA
36
Sequoia Financial Advisors
Ohio
$730K
MWM
37
Modera Wealth Management
New Jersey
$693K
CWP
38
Concord Wealth Partners
Virginia
$661K
CAMV
39
Concord Asset Management (Virginia)
Virginia
$661K
FFM
40
Flagstone Financial Management
Nebraska
$654K
NA
41
NewEdge Advisors
Louisiana
$620K
DPW
42
DiNuzzo Private Wealth
Pennsylvania
$597K
GWA
43
Geometric Wealth Advisors
District of Columbia
$591K
W
44
WPWealth
Texas
$584K
PAG
45
Private Advisor Group
New Jersey
$564K
HighTower Advisors
46
HighTower Advisors
Illinois
$559K
WAN
47
Wealth Advisors Northwest
Oregon
$556K
ACM
48
Aspen Capital Management
Idaho
$537K
AFG
49
Altiora Financial Group
Ohio
$524K
CFA
50
Cahill Financial Advisors
Minnesota
$521K