Dim GLB Sustain Fix Inc. ETFDFSBETF
13F holders, Q2 2024 (June 30)59holders +11
15new positions
4sold out
1famous investor
$51.19avg. 13F price*
At the end of Q2 2024, 59 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 11 from Q1 2024. 15 opened new positions and 4 sold out. The largest holders were Abacus Wealth Partners, LLC ($94.9M), Quantum Financial Advisors, LLC ($17.9M) and RFG Advisory, LLC ($11.0M). 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 (Q2 2024)
- CUSIP
- 25434V674
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $8.1M |
| Exits | 4 | $13.3M |
All 13F filers, Q1 2024 → Q2 2024: 524,173 shares bought and 270,895 shares sold, net +253,278 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 59 holders
| Abacus Wealth Partners, LLC | 15.73% | Add +3.5% | 1,857,183 | $94.9M |
| Quantum Financial Advisors, LLC | 3.15% | Add +105.2% | 350,726 | $17.9M |
| RFG Advisory, LLC | 0.36% | Add +6.1% | 216,075 | $11.0M |
| Sei Investments Co. | 0.01% | Add +106.8% | 100,947 | $5.2M |
| Corient Private Wealth LP | 0.01% | Add +27.2% | 100,269 | $5.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 56,338 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 55,695 | $2.8M |
| Apella Capital, LLC | 0.12% | Add +30.0% | 51,445 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | New | 40,691 | $2.1M |
| Samalin Investment Counsel, LLC | 0.69% | Add +9.7% | 29,087 | $1.5M |
| LPL Financial LLC | 0.00% | Add +145.2% | 21,754 | $1.1M |
| RW Investment Management LLC | 0.13% | Reduce -5.5% | 18,960 | $969K |
| RAM Investment Partners, LLC | 0.28% | Add +56.3% | 18,924 | $967K |
| Diversify Wealth Management, LLC | 0.11% | — | 16,332 | $855K |
| BetterWealth, LLC | 0.27% | Add +2.4% | 16,375 | $837K |
| Jane Street Group, LLC | 0.00% | New | 16,218 | $829K |
| Modera Wealth Management, LLC | 0.01% | Reduce -5.5% | 14,515 | $742K |
| Citadel Advisors | 0.00% | Reduce -37.7% | 13,125 | $671K |
| Creative Capital Management Investments LLC | 0.32% | No change | 12,889 | $659K |
| Concord Wealth Partners | 0.11% | Add +0.2% | 12,503 | $639K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Reduce -16.7% | 12,220 | $624K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.2% | 10,463 | $535K |
| Altiora Financial Group, LLC | 0.12% | New | 10,000 | $511K |
| Hart & Patterson Financial Group LLC | 0.24% | Reduce -0.6% | 9,615 | $491K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +3.7% | 9,410 | $481K |
| Private Advisor Group, LLC | 0.00% | Add +79.6% | 9,395 | $480K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 9,142 | $467K |
| HighTower Advisors, LLC | 0.00% | No change | 9,082 | $465K |
| Sax Wealth Advisors, LLC | 0.04% | New | 8,353 | $427K |
| Wellington Wealth Strategies, LLC. | 1.75% | New | 3,198 | $418K |
| Trademark Financial Management, LLC | 0.32% | Reduce -1.7% | 7,675 | $392K |
| LifePro Asset Management | 0.27% | No change | 7,408 | $379K |
| Level Financial Advisors | 0.15% | Add +16.0% | 6,946 | $355K |
| NewEdge Advisors, LLC | 0.00% | Add +0.7% | 6,544 | $334K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.5% | 6,499 | $332K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,703 | $291K |
| Tanager Wealth Management LLP | 0.04% | Add +3.2% | 5,387 | $275K |
| Jentner Corp | 0.09% | No change | 5,317 | $272K |
| Pathstone Holdings, LLC | 0.00% | Add +0.8% | 4,889 | $250K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,387 | $224K |
| Betterment LLC | 0.00% | New | 3,944 | $202K |
| Grand Wealth Management, LLC | 0.12% | Reduce -11.4% | 3,942 | $201K |
| EnRich Financial Partners LLC | 0.07% | Add +1.6% | 3,563 | $182K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,129 | $160K |
| Lindbrook Capital, LLC | 0.01% | New | 2,734 | $140K |
| Orion Capital Management LLC | 0.07% | Add +0.2% | 2,518 | $129K |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 1,939 | $99K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.8% | 1,787 | $91K |
| Elevate Wealth Advisory, Inc. | 0.05% | New | 1,314 | $67K |
| McIlrath & Eck, LLC | 0.01% | Reduce -31.1% | 946 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Add +25.2% | 766 | $39K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.8% | 638 | $33K |
| Belpointe Asset Management LLC | 0.00% | New | 309 | $16K |
| UBS Group AG | 0.00% | New | 249 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $10K |
| SYM FINANCIAL Corp | 0.00% | No change | 81 | $4K |
| Allworth Financial LP | 0.00% | New | 60 | $3K |
| Cwm, LLC | 0.00% | No change | 26 | $1K |
| FMR LLC | 0.00% | New | 1 | $51 |
"% 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.