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Dimensional Global Sustainability Fixed Income ETF

29 hedge funds and large institutions have $63.4M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 1 closing their positions.

Holders
29
Holders Change
+9
Holders Change %
+45%
% of All Funds
0.46%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
10
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWP
1
Abacus Wealth Partners
California
$34.5M 673,706 +31,327 +5%
RA
2
RFG Advisory
Alabama
$9.55M 186,750 +7,563 +4%
Corient Private Wealth
3
Corient Private Wealth
Florida
$5.54M 108,361 +6,183 +6%
Jane Street
4
Jane Street
New York
$3.64M 71,162 -171,044 -71%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.06M 40,258 +20,754 +106%
QFA
6
Quantum Financial Advisors
California
$1.89M 36,890 -620 -2%
Bank of Montreal
7
Bank of Montreal
Ontario, Canada
$795K 15,348 +15,348 New
B
8
BetterWealth
California
$750K 14,669 +518 +4%
HighTower Advisors
9
HighTower Advisors
Illinois
$718K 14,034
CCMI
10
Creative Capital Management Investments
California
$659K 12,889
WWM
11
Wolff Wiese Magana
California
$483K 9,455
MWM
12
Modera Wealth Management
New Jersey
$477K 9,327 +9,327 New
FPAS
13
Focus Partners Advisor Solutions
Missouri
$299K 5,855 +5,855 New
Citadel Advisors
14
Citadel Advisors
Florida
$293K 5,724 -17,447 -75%
KAS
15
Kestra Advisory Services
Texas
$274K 5,350 +106 +2%
JC
16
Jentner Corp
Ohio
$272K 5,317
TWM
17
Tanager Wealth Management
United Kingdom
$247K 4,835 +4,835 New
PFO
18
Pathstone Family Office
New Jersey
$237K 4,633 +43 +0.9%
RCAG
19
Rehmann Capital Advisory Group
Michigan
$228K 4,450 +4,450 New
GWM
20
Grand Wealth Management
Michigan
$147K 2,875 +676 +31%
JWA
21
JFS Wealth Advisors
Pennsylvania
$93.2K 1,822 +1,822 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$81.5K 1,594 -675 -30%
CPA
23
Cardiff Park Advisors
California
$71.6K 1,399 +12 +0.9%
ME
24
McIlrath & Eck
Washington
$68.4K 1,338 +1,338 New
LFA
25
Level Financial Advisors
New York
$58.8K 1,150 +1,150 New