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Dimensional Global Sustainability Fixed Income ETF

96 hedge funds and large institutions have $421M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 53 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
96
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
6
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 Buyers

1 +$30.6M
2 +$17.5M
3 +$8.25M
4
MPW
MASECO Private Wealth
+$7.64M
5
Jane Street
Jane Street
New York
+$6.18M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$207K
RF
77
Rossby Financial
Florida
$190K
WTA
78
Washington Trust Advisors
Massachusetts
$184K
CMP
79
Coston McIsaac & Partners
Maine
$168K
JWA
80
JFS Wealth Advisors
Pennsylvania
$164K
SRCM
81
Signature Resources Capital Management
California
$146K
OCM
82
Orion Capital Management
California
$122K
CPA
83
Cardiff Park Advisors
California
$98.3K
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$69.5K
GJIA
85
Glass Jacobson Investment Advisors
Maryland
$64K
Royal Bank of Canada
86
Royal Bank of Canada
Ontario, Canada
$52K
ME
87
McIlrath & Eck
Washington
$50.4K
EWA
88
Elevate Wealth Advisory
Georgia
$48.3K
EWP
89
Elevation Wealth Partners
California
$45.3K
IA
90
IFP Advisors
Florida
$24.8K
GWSG
91
GPS Wealth Strategies Group
Colorado
$23.2K
SFC
92
SYM Financial Corp
Indiana
$15.9K
SPIA
93
Steward Partners Investment Advisory
New York
$10.7K
JP Morgan Chase
94
JP Morgan Chase
New York
$7.99K
AF
95
Allworth Financial
California
$3.27K
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$1K
SWGC
97
Summit Wealth Group (Colorado)
Colorado
CAMV
98
Concord Asset Management (Virginia)
Virginia
AFG
99
Altiora Financial Group
Ohio
OMC
100
Old Mission Capital
Illinois