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Dimensional Global Sustainability Fixed Income ETF

92 hedge funds and large institutions have $281M invested in Dimensional Global Sustainability Fixed Income ETF in 2025 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$108M
QFA
2
Quantum Financial Advisors
California
$23.5M
BOC
3
Blue Oak Capital
California
$16.4M
PCM
4
Passive Capital Management
Maryland
$12.6M
SI
5
Seeds Investor
New York
$10.1M
Raymond James Financial
6
Raymond James Financial
Florida
$9.04M
SEI Investments
7
SEI Investments
Pennsylvania
$8.99M
PCI
8
Planning Center Inc
Illinois
$7.58M
MWM
9
Momentous Wealth Management
Washington
$7.52M
CC
10
Citrine Capital
California
$6.96M
Corient Private Wealth
11
Corient Private Wealth
Florida
$6.56M
PWM
12
Parkshore Wealth Management
California
$4.61M
AIM
13
Archer Investment Management
Texas
$4.39M
Wealth Enhancement Advisory Services
14
Wealth Enhancement Advisory Services
Minnesota
$4.16M
AC
15
Apella Capital
Connecticut
$4.01M
AIC
16
Allodium Investment Consultants
Minnesota
$3.39M
OIA
17
OneDigital Investment Advisors
Kansas
$3.25M
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$2.86M
FPAS
19
Focus Partners Advisor Solutions
Missouri
$2.44M
RIP
20
RAM Investment Partners
Washington
$2.08M
SIC
21
Samalin Investment Counsel
New York
$1.57M
Betterment LLC
22
Betterment LLC
New York
$1.55M
LPL Financial
23
LPL Financial
California
$1.55M
VWM
24
Vermillion Wealth Management
Minnesota
$1.38M
CCMI
25
Creative Capital Management Investments
California
$1.27M