Dim GLB Sustain Fix Inc. ETFDFSBETF
13F holders, Q1 2024 (March 31)48holders
1famous investor
$51.77avg. 13F price*
At the end of Q1 2024, 48 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings. The largest holders were Abacus Wealth Partners, LLC ($93.0M), RFG Advisory, LLC ($10.5M) and Dimensional Fund Advisors LP ($10.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Dim GLB Sustain Fix Inc. ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q1 2024)
- CUSIP
- 25434V674
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $6.7M |
| Exits | 4 | $87K |
Ownership 48 holders
| Abacus Wealth Partners, LLC | 15.59% | Reduce -23.2% | 1,795,323 | $93.0M |
| RFG Advisory, LLC | 0.36% | Add +3.9% | 203,688 | $10.5M |
| Dimensional Fund Advisors LP | 0.00% | No change | 200,000 | $10.4M |
| Quantum Financial Advisors, LLC | 1.63% | Add +54.4% | 170,928 | $8.9M |
| Corient Private Wealth LP | 0.01% | Add +7.3% | 78,840 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -12.4% | 53,258 | $2.8M |
| Sei Investments Co. | 0.00% | New | 48,812 | $2.5M |
| Northern Trust Corp. | 0.00% | New | 44,054 | $2.3M |
| Apella Capital, LLC | 0.10% | Add +222.9% | 39,585 | $2.0M |
| Samalin Investment Counsel, LLC | 0.65% | Add +220.3% | 26,510 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -10.8% | 21,062 | $1.1M |
| RW Investment Management LLC | 0.14% | Add +40.8% | 20,056 | $1.0M |
| BetterWealth, LLC | 0.27% | Add +5.5% | 15,993 | $828K |
| FirstPurpose Wealth LLC | 0.30% | Add +28.6% | 16,093 | $825K |
| Modera Wealth Management, LLC | 0.01% | Reduce -0.6% | 15,358 | $795K |
| DiNuzzo Private Wealth, Inc. | 0.10% | Add +1.9% | 14,676 | $760K |
| Creative Capital Management Investments LLC | 0.34% | No change | 12,889 | $667K |
| Concord Wealth Partners | 0.12% | Add +7.7% | 12,475 | $646K |
| RAM Investment Partners, LLC | 0.20% | Add +27.8% | 12,110 | $627K |
| Cahill Financial Advisors Inc. | 0.07% | Add +46.9% | 10,444 | $541K |
| Hart & Patterson Financial Group LLC | 0.25% | Add +82.9% | 9,675 | $501K |
| Kestra Advisory Services, LLC | 0.00% | Add +54.8% | 9,117 | $472K |
| HighTower Advisors, LLC | 0.00% | No change | 9,082 | $471K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +2.4% | 9,072 | $470K |
| Virtue Capital Management, LLC | 0.08% | New | 9,012 | $461K |
| LPL Financial LLC | 0.00% | Add +10.0% | 8,872 | $459K |
| Trademark Financial Management, LLC | 0.34% | New | 7,805 | $404K |
| LifePro Asset Management | 0.25% | Add +23.3% | 7,408 | $384K |
| NewEdge Advisors, LLC | 0.00% | Add +63.7% | 6,499 | $336K |
| Rehmann Capital Advisory Group | 0.02% | Add +36.3% | 6,403 | $332K |
| Level Financial Advisors | 0.14% | Add +37.2% | 5,990 | $310K |
| Jentner Corp | 0.10% | No change | 5,317 | $275K |
| Private Advisor Group, LLC | 0.00% | New | 5,232 | $271K |
| Tanager Wealth Management LLP | 0.04% | New | 5,220 | $270K |
| Pathstone Holdings, LLC | 0.00% | Add +0.5% | 4,848 | $251K |
| Grand Wealth Management, LLC | 0.11% | Add +14.6% | 4,450 | $230K |
| Old Mission Capital LLC | 0.01% | New | 4,338 | $225K |
| EnRich Financial Partners LLC | 0.07% | New | 3,507 | $182K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,129 | $162K |
| Orion Capital Management LLC | 0.07% | Reduce -5.6% | 2,513 | $130K |
| JPMorgan Chase & Co. | 0.00% | Add +8872.7% | 1,974 | $102K |
| Cardiff Park Advisors, LLC | 0.01% | Add +21.5% | 1,772 | $92K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,372 | $71K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 633 | $33K |
| Elevation Wealth Partners, LLC | 0.02% | Add +4.1% | 612 | $32K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $10K |
| SYM FINANCIAL Corp | 0.00% | No change | 81 | $4K |
| Cwm, LLC | 0.00% | No change | 26 | $1K |
"% of holder's portfolio" is DFSB's weight in each manager's 13F, not the share of Dim GLB Sustain Fix Inc. ETF the manager owns.