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Dimensional Global Sustainability Fixed Income ETF

43 hedge funds and large institutions have $167M invested in Dimensional Global Sustainability Fixed Income ETF in 2023 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 18 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+10
Holders Change %
+30.3%
% of All Funds
0.63%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
18
Reduced
5
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWP
1
Abacus Wealth Partners
California
$121M 2,337,449 +1,533,107 +191%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$10.4M 200,000
RA
3
RFG Advisory
Alabama
$10.2M 196,096 +3,846 +2%
QFA
4
Quantum Financial Advisors
California
$5.74M 110,674 +71,494 +182%
Corient Private Wealth
5
Corient Private Wealth
Florida
$3.81M 73,445 +73,445 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$3.16M 60,787 +7,300 +14%
Citadel Advisors
7
Citadel Advisors
Florida
$1.23M 23,609 -68,672 -74%
MWM
8
Modera Wealth Management
New Jersey
$802K 15,443 +6,668 +76%
B
9
BetterWealth
California
$787K 15,162 +583 +4%
DPW
10
DiNuzzo Private Wealth
Pennsylvania
$747K 14,398 +14,398 New
RIM
11
RW Investment Management
Idaho
$739K 14,242 +14,242 New
CCMI
12
Creative Capital Management Investments
California
$669K 12,889
FW
13
FirstPurpose Wealth
Utah
$649K 12,512 +250 +2%
AC
14
Apella Capital
Connecticut
$631K 12,258 +8,028 +190%
CWP
15
Concord Wealth Partners
Virginia
$601K 11,585 +11,585 New
RIP
16
RAM Investment Partners
Washington
$492K 9,477 +9,477 New
HighTower Advisors
17
HighTower Advisors
Illinois
$472K 9,082 -4,952 -35%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$460K 8,859 +744 +9%
SIC
19
Samalin Investment Counsel
New York
$430K 8,278 +8,278 New
LPL Financial
20
LPL Financial
California
$419K 8,068 +8,068 New
CFA
21
Cahill Financial Advisors
Minnesota
$369K 7,108 +1,972 +38%
LAM
22
LifePro Asset Management
California
$312K 6,007 -180 -3%
KAS
23
Kestra Advisory Services
Texas
$306K 5,888 +4 +0.1%
JC
24
Jentner Corp
Ohio
$276K 5,317
HPFG
25
Hart & Patterson Financial Group
Massachusetts
$275K 5,291 +5,291 New