DFSB icon

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
RCAG
51
Rehmann Capital Advisory Group
Michigan
$498K
KAS
52
Kestra Advisory Services
Texas
$495K
VF
53
Vestment Financial
Minnesota
$473K
LFA
54
Level Financial Advisors
New York
$432K
DWA
55
Delap Wealth Advisory
Oregon
$427K
SWG
56
Summit Wealth Group
Vermont
$423K
VBA
57
von Borstel & Associates
Oregon
$394K
Osaic Holdings
58
Osaic Holdings
Arizona
$379K
SPA
59
Shore Point Advisors
New Jersey
$371K
XPN
60
XY Planning Network
Montana
$370K
OMC
61
Old Mission Capital
Illinois
$366K
WAP
62
Wealthcare Advisory Partners
Pennsylvania
$355K
CCC
63
Compass Capital Corp
Massachusetts
$354K
Creative Planning
64
Creative Planning
Kansas
$310K
SWA
65
Sax Wealth Advisors
New Jersey
$289K
SA
66
Stewardship Advisors
Pennsylvania
$282K
FFG
67
Fiduciary Financial Group
California
$277K
MKA
68
M. Kulyk & Associates
Georgia
$269K
LFA
69
Legacy Financial Advisors
Kentucky
$248K
AWM
70
Ariadne Wealth Management
California
$239K
GWM
71
Grand Wealth Management
Michigan
$238K
LA
72
LexAurum Advisors
Kansas
$224K
EFP
73
EnRich Financial Partners
Wisconsin
$214K
SFC
74
Sprinkle Financial Consultants
Colorado
$208K
FFA
75
Farther Finance Advisors
California
$207K