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Dimensional Global Sustainability Fixed Income ETF

118 hedge funds and large institutions have $496M invested in Dimensional Global Sustainability Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
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
CCC
76
Compass Capital Corp
Massachusetts
$388K
SWA
77
Sax Wealth Advisors
New Jersey
$382K
XPN
78
XY Planning Network
Montana
$365K
SA
79
Stewardship Advisors
Pennsylvania
$365K
GWM
80
Grand Wealth Management
Michigan
$361K
SWG
81
Summit Wealth Group
Vermont
$358K
FPI
82
Financial Plan Inc
Washington
$357K
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$350K
Creative Planning
84
Creative Planning
Kansas
$310K
LFA
85
Legacy Financial Advisors
Kentucky
$296K
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$295K
APFP
87
Action Point Financial Planning
Michigan
$290K
GA
88
Greenspring Advisors
Maryland
$267K
Envestnet Asset Management
89
Envestnet Asset Management
Illinois
$252K
VP
90
Verisail Partners
Georgia
$252K
AWM
91
Ariadne Wealth Management
California
$241K
LIWM
92
Long Island Wealth Management
New York
$226K
BCM
93
Brookstone Capital Management
Illinois
$223K
SRCM
94
Signature Resources Capital Management
California
$217K
EFP
95
EnRich Financial Partners
Wisconsin
$212K
SFC
96
Sprinkle Financial Consultants
Colorado
$212K
WTA
97
Washington Trust Advisors
Massachusetts
$185K
CMP
98
Coston McIsaac & Partners
Maine
$182K
JWA
99
JFS Wealth Advisors
Pennsylvania
$161K
CPA
100
Cardiff Park Advisors
California
$111K