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Dimensional Global Sustainability Fixed Income ETF

109 hedge funds and large institutions have $474M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 72 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
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
GWM
76
Grand Wealth Management
Michigan
$354K
WAP
77
Wealthcare Advisory Partners
Pennsylvania
$350K
Creative Planning
78
Creative Planning
Kansas
$348K
SA
79
Stewardship Advisors
Pennsylvania
$347K
FFA
80
Farther Finance Advisors
California
$298K
LFA
81
Legacy Financial Advisors
Kentucky
$294K
GA
82
Greenspring Advisors
Maryland
$252K
FPI
83
Financial Plan Inc
Washington
$251K
AWM
84
Ariadne Wealth Management
California
$244K
LIWM
85
Long Island Wealth Management
New York
$227K
EFP
86
EnRich Financial Partners
Wisconsin
$212K
SFC
87
Sprinkle Financial Consultants
Colorado
$212K
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$206K
RF
89
Rossby Financial
Florida
$197K
WTA
90
Washington Trust Advisors
Massachusetts
$185K
SRCM
91
Signature Resources Capital Management
California
$173K
JWA
92
JFS Wealth Advisors
Pennsylvania
$161K
CMP
93
Coston McIsaac & Partners
Maine
$157K
OCM
94
Orion Capital Management
California
$119K
CPA
95
Cardiff Park Advisors
California
$111K
US Bancorp
96
US Bancorp
Minnesota
$90.9K
GJIA
97
Glass Jacobson Investment Advisors
Maryland
$69.3K
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$67.6K
PS
99
Pinney & Scofield
Massachusetts
$67.3K
ME
100
McIlrath & Eck
Washington
$49K