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Dimensional Global Sustainability Fixed Income ETF

110 hedge funds and large institutions have $476M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
110
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
LPL Financial
26
LPL Financial
California
$2.16M
FPAS
27
Focus Partners Advisor Solutions
Missouri
$2.15M
VWM
28
Vermillion Wealth Management
Minnesota
$1.53M
SIC
29
Samalin Investment Counsel
New York
$1.45M
CCMI
30
Creative Capital Management Investments
California
$1.35M
TWM
31
Tanager Wealth Management
United Kingdom
$1.34M
WUW
32
Wheels Up Wealth
California
$1.3M
BWA
33
Babb Wealth Advisors
Arizona
$1.19M
SA
34
Skyline Advisors
Washington
$1.18M
CW
35
Curio Wealth
Maryland
$1.08M
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$1.01M
FFM
37
Flagstone Financial Management
Nebraska
$927K
SCA
38
Strathmore Capital Advisors
North Carolina
$905K
WAN
39
Wealth Advisors Northwest
Oregon
$849K
MAC
40
Mason & Associates (California)
California
$822K
SFA
41
Sequoia Financial Advisors
Ohio
$801K
B
42
BetterWealth
California
$796K
RCAG
43
Rehmann Capital Advisory Group
Michigan
$747K
HighTower Advisors
44
HighTower Advisors
Illinois
$729K
MWM
45
McCartney Wealth Management
Missouri
$723K
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$712K
KF
47
Krilogy Financial
Missouri
$707K
CWP
48
Concord Wealth Partners
Virginia
$699K
GWA
49
Geometric Wealth Advisors
District of Columbia
$685K
DWA
50
Delap Wealth Advisory
Oregon
$684K