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Dimensional Global Sustainability Fixed Income ETF

33 hedge funds and large institutions have $78.9M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 4 reducing their positions, and 4 closing their positions.

Holders
33
Holders Change
+4
Holders Change %
+13.79%
% of All Funds
0.53%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
4
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWP
1
Abacus Wealth Partners
California
$40.1M 804,342 +130,636 +19%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$9.97M 200,000
RA
3
RFG Advisory
Alabama
$9.58M 192,250 +5,500 +3%
Citadel Advisors
4
Citadel Advisors
Florida
$4.6M 92,281 +86,557 +1,512%
Jane Street
5
Jane Street
New York
$3.18M 63,810 -7,352 -10%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.67M 53,487 +13,229 +33%
QFA
7
Quantum Financial Advisors
California
$1.95M 39,180 +2,290 +6%
B
8
BetterWealth
California
$727K 14,579 -90 -0.6%
HighTower Advisors
9
HighTower Advisors
Illinois
$700K 14,034
CCMI
10
Creative Capital Management Investments
California
$643K 12,889
FW
11
FirstPurpose Wealth
Utah
$611K 12,262 +12,262 New
MWM
12
Modera Wealth Management
New Jersey
$437K 8,775 -552 -6%
FPAS
13
Focus Partners Advisor Solutions
Missouri
$405K 8,115 +2,260 +39%
LAM
14
LifePro Asset Management
California
$308K 6,187 +6,187 New
TWM
15
Tanager Wealth Management
United Kingdom
$308K 6,176 +1,341 +28%
KAS
16
Kestra Advisory Services
Texas
$293K 5,884 +534 +10%
WWM
17
Wolff Wiese Magana
California
$283K 5,675 -3,780 -40%
JC
18
Jentner Corp
Ohio
$265K 5,317
CFA
19
Cahill Financial Advisors
Minnesota
$256K 5,136 +5,136 New
PFO
20
Pathstone Family Office
New Jersey
$232K 4,657 +24 +0.5%
RCAG
21
Rehmann Capital Advisory Group
Michigan
$229K 4,602 +152 +3%
AC
22
Apella Capital
Connecticut
$211K 4,230 +4,230 New
LFA
23
Level Financial Advisors
New York
$199K 3,987 +2,837 +247%
JWA
24
JFS Wealth Advisors
Pennsylvania
$165K 3,313 +1,491 +82%
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$151K 3,029 +1,435 +90%