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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
SWG
76
Summit Wealth Group
Vermont
$359K
GWM
77
Grand Wealth Management
Michigan
$354K
WAP
78
Wealthcare Advisory Partners
Pennsylvania
$350K
Creative Planning
79
Creative Planning
Kansas
$348K
SA
80
Stewardship Advisors
Pennsylvania
$347K
FFA
81
Farther Finance Advisors
California
$298K
LFA
82
Legacy Financial Advisors
Kentucky
$294K
GA
83
Greenspring Advisors
Maryland
$252K
FPI
84
Financial Plan Inc
Washington
$251K
AWM
85
Ariadne Wealth Management
California
$244K
LIWM
86
Long Island Wealth Management
New York
$227K
EFP
87
EnRich Financial Partners
Wisconsin
$212K
SFC
88
Sprinkle Financial Consultants
Colorado
$212K
Royal Bank of Canada
89
Royal Bank of Canada
Ontario, Canada
$206K
RF
90
Rossby Financial
Florida
$197K
WTA
91
Washington Trust Advisors
Massachusetts
$185K
SRCM
92
Signature Resources Capital Management
California
$173K
JWA
93
JFS Wealth Advisors
Pennsylvania
$161K
CMP
94
Coston McIsaac & Partners
Maine
$157K
OCM
95
Orion Capital Management
California
$119K
CPA
96
Cardiff Park Advisors
California
$111K
US Bancorp
97
US Bancorp
Minnesota
$90.9K
GJIA
98
Glass Jacobson Investment Advisors
Maryland
$69.3K
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
$67.6K
PS
100
Pinney & Scofield
Massachusetts
$67.3K