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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
MWM
51
Modera Wealth Management
New Jersey
$684K
PHWA
52
Petersen Hastings Wealth Advisors
Washington
$679K
PFS
53
Professional Financial Solutions
Virginia
$662K
VT
54
Vise Technologies
New York
$649K
VF
55
Vestment Financial
Minnesota
$603K
W
56
WPWealth
Texas
$593K
Osaic Holdings
57
Osaic Holdings
Arizona
$581K
PAG
58
Private Advisor Group
New Jersey
$569K
CFA
59
Cahill Financial Advisors
Minnesota
$561K
DPW
60
DiNuzzo Private Wealth
Pennsylvania
$543K
LFA
61
Level Financial Advisors
New York
$519K
VBA
62
von Borstel & Associates
Oregon
$488K
MKA
63
M. Kulyk & Associates
Georgia
$474K
NA
64
NewEdge Advisors
Louisiana
$472K
RFP
65
Root Financial Partners
California
$460K
KAS
66
Kestra Advisory Services
Texas
$459K
FFG
67
Fiduciary Financial Group
California
$443K
MWM
68
Mission Wealth Management
California
$417K
ACM
69
Aspen Capital Management
Idaho
$411K
BRPW
70
Ballast Rock Private Wealth
South Carolina
$404K
SPA
71
Shore Point Advisors
New Jersey
$393K
AFC
72
Avise Financial Cooperative
California
$386K
SWA
73
Sax Wealth Advisors
New Jersey
$382K
CCC
74
Compass Capital Corp
Massachusetts
$369K
XPN
75
XY Planning Network
Montana
$365K