DFSB icon

Dimensional Global Sustainability Fixed Income ETF

63 hedge funds and large institutions have $184M invested in Dimensional Global Sustainability Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 12 reducing their positions, and 6 closing their positions.

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
0.91%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
32
Reduced
12
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWP
1
Abacus Wealth Partners
California
$103M 1,931,826 +74,643 +4%
QFA
2
Quantum Financial Advisors
California
$18.9M 356,154 +5,428 +2%
RA
3
RFG Advisory
Alabama
$12.2M 230,100 +14,025 +6%
SEI Investments
4
SEI Investments
Pennsylvania
$6.37M 119,867 +18,920 +19%
Corient Private Wealth
5
Corient Private Wealth
Florida
$5.49M 103,301 +3,032 +3%
Wealth Enhancement Advisory Services
6
Wealth Enhancement Advisory Services
Minnesota
$3.6M 67,658 +11,320 +20%
AC
7
Apella Capital
Connecticut
$3.02M 56,803 +5,358 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.95M 55,501 -194 -0.3%
Jane Street
9
Jane Street
New York
$2.41M 45,337 +29,119 +180%
OIA
10
OneDigital Investment Advisors
Kansas
$2.16M 40,658 -33 -0.1%
RIP
11
RAM Investment Partners
Washington
$1.83M 34,366 +15,442 +82%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.6M 30,028 +30,028 New
SIC
13
Samalin Investment Counsel
New York
$1.59M 29,951 +864 +3%
FPAS
14
Focus Partners Advisor Solutions
Missouri
$1.24M 23,280 +13,870 +147%
LPL Financial
15
LPL Financial
California
$1.16M 21,862 +108 +0.5%
CCMI
16
Creative Capital Management Investments
California
$1.1M 20,619 +7,730 +60%
RIM
17
RW Investment Management
Idaho
$991K 18,634 -326 -2%
DWM
18
Diversify Wealth Management
Utah
$847K 16,246 -86 -0.5%
B
19
BetterWealth
California
$845K 15,890 -485 -3%
Betterment LLC
20
Betterment LLC
New York
$776K 14,596 +10,652 +270%
MWM
21
Modera Wealth Management
New Jersey
$774K 14,554 +39 +0.3%
CWP
22
Concord Wealth Partners
Virginia
$666K 12,524 +21 +0.2%
DPW
23
DiNuzzo Private Wealth
Pennsylvania
$654K 12,295 +75 +0.6%
CFA
24
Cahill Financial Advisors
Minnesota
$558K 10,490 +27 +0.3%
PAG
25
Private Advisor Group
New Jersey
$556K 10,465 +1,070 +11%