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Dimensional Global Sustainability Fixed Income ETF

94 hedge funds and large institutions have $421M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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 Buyers

1 +$30.6M
2 +$17.5M
3 +$8.25M
4
MPW
MASECO Private Wealth
+$7.64M
5
Jane Street
Jane Street
New York
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
51
Cahill Financial Advisors
Minnesota
$529K
ACM
52
Aspen Capital Management
Idaho
$526K
NA
53
NewEdge Advisors
Louisiana
$481K
LFA
54
Level Financial Advisors
New York
$459K
FFG
55
Fiduciary Financial Group
California
$435K
DWA
56
Delap Wealth Advisory
Oregon
$434K
SWG
57
Summit Wealth Group
Vermont
$426K
VBA
58
von Borstel & Associates
Oregon
$423K
SPA
59
Shore Point Advisors
New Jersey
$395K
XPN
60
XY Planning Network
Montana
$370K
WAP
61
Wealthcare Advisory Partners
Pennsylvania
$360K
CCC
62
Compass Capital Corp
Massachusetts
$359K
KAS
63
Kestra Advisory Services
Texas
$357K
GWM
64
Grand Wealth Management
Michigan
$346K
SA
65
Stewardship Advisors
Pennsylvania
$335K
Creative Planning
66
Creative Planning
Kansas
$315K
RFP
67
Root Financial Partners
California
$308K
SWA
68
Sax Wealth Advisors
New Jersey
$301K
LFA
69
Legacy Financial Advisors
Kentucky
$252K
GA
70
Greenspring Advisors
Maryland
$248K
AWM
71
Ariadne Wealth Management
California
$240K
MKA
72
M. Kulyk & Associates
Georgia
$233K
EFP
73
EnRich Financial Partners
Wisconsin
$218K
SFC
74
Sprinkle Financial Consultants
Colorado
$211K
FFA
75
Farther Finance Advisors
California
$211K