We are live on ! Find out more
DFSB icon

Dimensional Global Sustainability Fixed Income ETF

118 hedge funds and large institutions have $497M invested in Dimensional Global Sustainability Fixed Income ETF in 2026 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 63 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 14

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

7% more funds holding

Funds holding: 110118 (+8)

4% more capital invested

Capital invested by funds: $476M → $497M (+$20.4M)

2.51% less ownership

Funds ownership: 79.29%76.78% (-2.5%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
118
Holders Change
+8
Holders Change %
+7.27%
% of All Funds
1.45%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
12
Increased
63
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1
Abacus Wealth Partners
California
$135M +$9.34M +179,261 +7%
MPW
2
MASECO Private Wealth
$96M +$7.36M +141,357 +8%
Mercer Global Advisors
3
Mercer Global Advisors
Colorado
$43.6M +$5.18M +99,469 +13%
QFA
4
Quantum Financial Advisors
California
$27.2M +$586K +11,250 +2%
SEI Investments
5
SEI Investments
Pennsylvania
$13.5M +$805K +15,461 +6%
SI
6
Seeds Investor
New York
$13.4M +$1.37M +26,229 +11%
SW
7
Simplicity Wealth
New Jersey
$13M -$120K -2,301 -0.9%
MMA
8
Miracle Mile Advisors
California
$12.7M -$4.3M -82,581 -25%
PWM
9
Parkshore Wealth Management
California
$11.2M +$2.06M +39,582 +22%
PCI
10
Planning Center Inc
Illinois
$9.78M +$247K +4,748 +3%
MWM
11
Momentous Wealth Management
Washington
$9.53M +$569K +10,929 +6%
CC
12
Citrine Capital
California
$8.55M +$294K +5,654 +4%
AC
13
Apella Capital
Connecticut
$8.31M +$1.59M +30,491 +24%
Corient Private Wealth
14
Corient Private Wealth
Florida
$6.5M -$6M -115,293 -48%
AIC
15
Allodium Investment Consultants
Minnesota
$5.42M +$929K +17,840 +21%
Wealth Enhancement Advisory Services
16
Wealth Enhancement Advisory Services
Minnesota
$4.91M +$98.1K +1,884 +2%
BPA
17
Beacon Pointe Advisors
California
$4.6M +$2.27M +43,545 +96%
FPAS
18
Focus Partners Advisor Solutions
Missouri
$4.2M +$2.06M +39,528 +95%
OIA
19
OneDigital Investment Advisors
Kansas
$4M +$37.3K +717 +0.9%
RIP
20
RAM Investment Partners
Washington
$3.25M +$193K +3,713 +6%
Betterment LLC
21
Betterment LLC
New York
$3.02M +$166K +3,193 +6%
SWGC
22
Summit Wealth Group (Colorado)
Colorado
$2.56M +$55.5K +1,065 +2%
LPL Financial
23
LPL Financial
California
$2.51M +$356K +6,836 +16%
FFA
24
Farther Finance Advisors
California
$2.42M +$2.13M +40,943 +711%
BJB
25
Broadhurst Jeffrey B
$2.32M +$138K +2,643 +6%