DFSB icon

Dimensional Global Sustainability Fixed Income ETF

108 hedge funds and large institutions have $467M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
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
FPAS
26
Focus Partners Advisor Solutions
Missouri
$2.15M
VWM
27
Vermillion Wealth Management
Minnesota
$1.53M
SIC
28
Samalin Investment Counsel
New York
$1.45M
CCMI
29
Creative Capital Management Investments
California
$1.35M
TWM
30
Tanager Wealth Management
United Kingdom
$1.34M
WUW
31
Wheels Up Wealth
California
$1.3M
BWA
32
Babb Wealth Advisors
Arizona
$1.19M
SA
33
Skyline Advisors
Washington
$1.18M
CW
34
Curio Wealth
Maryland
$1.08M
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$1.01M
FFM
36
Flagstone Financial Management
Nebraska
$927K
SCA
37
Strathmore Capital Advisors
North Carolina
$905K
WAN
38
Wealth Advisors Northwest
Oregon
$849K
MAC
39
Mason & Associates (California)
California
$822K
SFA
40
Sequoia Financial Advisors
Ohio
$801K
B
41
BetterWealth
California
$796K
HighTower Advisors
42
HighTower Advisors
Illinois
$729K
MWM
43
McCartney Wealth Management
Missouri
$723K
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$712K
KF
45
Krilogy Financial
Missouri
$707K
CWP
46
Concord Wealth Partners
Virginia
$699K
GWA
47
Geometric Wealth Advisors
District of Columbia
$685K
DWA
48
Delap Wealth Advisory
Oregon
$684K
MWM
49
Modera Wealth Management
New Jersey
$684K
PHWA
50
Petersen Hastings Wealth Advisors
Washington
$679K