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Dimensional Global Sustainability Fixed Income ETF

92 hedge funds and large institutions have $281M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
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
DWA
51
Delap Wealth Advisory
Oregon
$424K
SWA
52
Sax Wealth Advisors
New Jersey
$415K
SPA
53
Shore Point Advisors
New Jersey
$412K
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$403K
VF
55
Vestment Financial
Minnesota
$383K
VBA
56
von Borstel & Associates
Oregon
$375K
Osaic Holdings
57
Osaic Holdings
Arizona
$372K
WAP
58
Wealthcare Advisory Partners
Pennsylvania
$348K
CCC
59
Compass Capital Corp
Massachusetts
$343K
KAS
60
Kestra Advisory Services
Texas
$335K
SA
61
Stewardship Advisors
Pennsylvania
$270K
FFG
62
Fiduciary Financial Group
California
$268K
SC
63
Savant Capital
Illinois
$267K
Pathstone Holdings
64
Pathstone Holdings
New Jersey
$261K
Mercer Global Advisors
65
Mercer Global Advisors
Colorado
$255K
SWG
66
Summit Wealth Group
Vermont
$246K
FFA
67
Farther Finance Advisors
California
$245K
GA
68
Greenspring Advisors
Maryland
$240K
AWM
69
Ariadne Wealth Management
California
$239K
ACM
70
Aspen Capital Management
Idaho
$232K
GWM
71
Grand Wealth Management
Michigan
$229K
LFA
72
Legacy Financial Advisors
Kentucky
$220K
LA
73
LexAurum Advisors
Kansas
$213K
EFP
74
EnRich Financial Partners
Wisconsin
$210K
SFC
75
Sprinkle Financial Consultants
Colorado
$204K