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Dimensional Global Sustainability Fixed Income ETF

59 hedge funds and large institutions have $164M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 9 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
+11
Holders Change %
+22.92%
% of All Funds
0.86%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
16
Increased
26
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWP
1
Abacus Wealth Partners
California
$94.9M 1,857,183 +61,860 +3%
QFA
2
Quantum Financial Advisors
California
$17.9M 350,726 +179,798 +105%
RA
3
RFG Advisory
Alabama
$11M 216,075 +12,387 +6%
SEI Investments
4
SEI Investments
Pennsylvania
$5.16M 100,947 +52,135 +107%
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.12M 100,269 +21,429 +27%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$2.88M 56,338 +56,338 New
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.85M 55,695 +2,437 +5%
AC
8
Apella Capital
Connecticut
$2.64M 51,445 +11,860 +30%
OIA
9
OneDigital Investment Advisors
Kansas
$2.08M 40,691 +40,691 New
SIC
10
Samalin Investment Counsel
New York
$1.49M 29,087 +2,577 +10%
LPL Financial
11
LPL Financial
California
$1.11M 21,754 +12,882 +145%
RIM
12
RW Investment Management
Idaho
$969K 18,960 -1,096 -5%
RIP
13
RAM Investment Partners
Washington
$967K 18,924 +6,814 +56%
DWM
14
Diversify Wealth Management
Utah
$855K 16,332 +16,332 New
B
15
BetterWealth
California
$837K 16,375 +382 +2%
Jane Street
16
Jane Street
New York
$829K 16,218 +16,218 New
MWM
17
Modera Wealth Management
New Jersey
$742K 14,515 -843 -5%
Citadel Advisors
18
Citadel Advisors
Florida
$671K 13,125 -7,937 -38%
CCMI
19
Creative Capital Management Investments
California
$659K 12,889
CWP
20
Concord Wealth Partners
Virginia
$639K 12,503 +28 +0.2%
DPW
21
DiNuzzo Private Wealth
Pennsylvania
$624K 12,220 -2,456 -17%
CFA
22
Cahill Financial Advisors
Minnesota
$535K 10,463 +19 +0.2%
AFG
23
Altiora Financial Group
Ohio
$511K 10,000 +10,000 New
HPFG
24
Hart & Patterson Financial Group
Massachusetts
$491K 9,615 -60 -0.6%
FPAS
25
Focus Partners Advisor Solutions
Missouri
$481K 9,410 +338 +4%