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Dimensional Global Sustainability Fixed Income ETF

108 hedge funds and large institutions have $467M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 71 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
108
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
PFS
51
Professional Financial Solutions
Virginia
$662K
VT
52
Vise Technologies
New York
$649K
VF
53
Vestment Financial
Minnesota
$603K
W
54
WPWealth
Texas
$593K
Osaic Holdings
55
Osaic Holdings
Arizona
$581K
PAG
56
Private Advisor Group
New Jersey
$569K
CFA
57
Cahill Financial Advisors
Minnesota
$561K
DPW
58
DiNuzzo Private Wealth
Pennsylvania
$543K
LFA
59
Level Financial Advisors
New York
$519K
VBA
60
von Borstel & Associates
Oregon
$488K
MKA
61
M. Kulyk & Associates
Georgia
$474K
NA
62
NewEdge Advisors
Louisiana
$472K
RFP
63
Root Financial Partners
California
$460K
KAS
64
Kestra Advisory Services
Texas
$459K
FFG
65
Fiduciary Financial Group
California
$443K
MWM
66
Mission Wealth Management
California
$417K
ACM
67
Aspen Capital Management
Idaho
$411K
BRPW
68
Ballast Rock Private Wealth
South Carolina
$404K
SPA
69
Shore Point Advisors
New Jersey
$393K
AFC
70
Avise Financial Cooperative
California
$386K
SWA
71
Sax Wealth Advisors
New Jersey
$382K
CCC
72
Compass Capital Corp
Massachusetts
$369K
XPN
73
XY Planning Network
Montana
$365K
SWG
74
Summit Wealth Group
Vermont
$359K
GWM
75
Grand Wealth Management
Michigan
$354K