Dim GLB Sustain Fix Inc. ETFDFSBETF
13F holders, Q3 2024 (September 30)63holders +4
9new positions
6sold out
$53.16avg. 13F price*
At the end of Q3 2024, 63 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 4 from Q2 2024. 9 opened new positions and 6 sold out. The largest holders were Abacus Wealth Partners, LLC ($102.7M), Quantum Financial Advisors, LLC ($18.9M) and RFG Advisory, LLC ($12.2M).
- Company
- Dim GLB Sustain Fix Inc. ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q3 2024)
- CUSIP
- 25434V674
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.1M |
| Exits | 6 | $1.4M |
All 13F filers, Q2 2024 → Q3 2024: 275,404 shares bought and 26,683 shares sold, net +248,721 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Abacus Wealth Partners, LLC | 15.40% | Add +4.0% | 1,931,826 | $102.7M |
| Quantum Financial Advisors, LLC | 2.96% | Add +1.6% | 356,154 | $18.9M |
| RFG Advisory, LLC | 0.37% | Add +6.5% | 230,100 | $12.2M |
| Sei Investments Co. | 0.01% | Add +18.7% | 119,867 | $6.4M |
| Corient Private Wealth LP | 0.01% | Add +3.0% | 103,301 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +20.1% | 67,658 | $3.6M |
| Apella Capital, LLC | 0.12% | Add +10.4% | 56,803 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.3% | 55,501 | $3.0M |
| Jane Street Group, LLC | 0.00% | Add +179.6% | 45,337 | $2.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -0.1% | 40,658 | $2.2M |
| RAM Investment Partners, LLC | 0.48% | Add +81.6% | 34,366 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | New | 30,028 | $1.6M |
| Samalin Investment Counsel, LLC | 0.69% | Add +3.0% | 29,951 | $1.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Add +147.4% | 23,280 | $1.2M |
| LPL Financial LLC | 0.00% | Add +0.5% | 21,862 | $1.2M |
| Creative Capital Management Investments LLC | 0.46% | Add +60.0% | 20,619 | $1.1M |
| RW Investment Management LLC | 0.12% | Reduce -1.7% | 18,634 | $991K |
| Diversify Wealth Management, LLC | 0.08% | Reduce -0.5% | 16,246 | $847K |
| BetterWealth, LLC | 0.25% | Reduce -3.0% | 15,890 | $845K |
| Betterment LLC | 0.00% | Add +270.1% | 14,596 | $776K |
| Modera Wealth Management, LLC | 0.01% | Add +0.3% | 14,554 | $774K |
| Concord Wealth Partners | 0.11% | Add +0.2% | 12,524 | $666K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Add +0.6% | 12,295 | $654K |
| Cahill Financial Advisors Inc. | 0.08% | Add +0.3% | 10,490 | $558K |
| Private Advisor Group, LLC | 0.00% | Add +11.4% | 10,465 | $556K |
| Altiora Financial Group, LLC | 0.12% | No change | 10,000 | $532K |
| WPWealth LLP | 0.11% | New | 9,559 | $508K |
| Hart & Patterson Financial Group LLC | 0.24% | Reduce -1.3% | 9,488 | $504K |
| HighTower Advisors, LLC | 0.00% | Reduce -0.2% | 9,066 | $482K |
| Rehmann Capital Advisory Group | 0.03% | Add +29.2% | 8,398 | $447K |
| Sax Wealth Advisors, LLC | 0.04% | No change | 8,353 | $444K |
| Trademark Financial Management, LLC | 0.35% | Add +7.7% | 8,267 | $440K |
| LifePro Asset Management | 0.24% | No change | 7,408 | $394K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +25.5% | 7,159 | $381K |
| Level Financial Advisors | 0.14% | Reduce -3.1% | 6,728 | $358K |
| NewEdge Advisors, LLC | 0.00% | Add +0.2% | 6,558 | $349K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -29.0% | 6,487 | $345K |
| Jentner Corp | 0.09% | No change | 5,317 | $283K |
| Tanager Wealth Management LLP | 0.04% | Reduce -5.3% | 5,103 | $271K |
| Fiduciary Financial Group, LLC | 0.06% | New | 5,058 | $267K |
| von Borstel & Associates, Inc. | 0.15% | — | 4,928 | $262K |
| Pathstone Holdings, LLC | 0.00% | Add +0.6% | 4,917 | $261K |
| Osaic Holdings, Inc. | 0.00% | New | 4,805 | $255K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.6% | 4,360 | $232K |
| Grand Wealth Management, LLC | 0.12% | Add +0.4% | 3,958 | $210K |
| EnRich Financial Partners LLC | 0.07% | Add +8.6% | 3,870 | $206K |
| Sprinkle Financial Consultants LLC | 0.15% | New | 3,858 | $205K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,129 | $166K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,020 | $161K |
| JPMorgan Chase & Co. | 0.00% | Add +1.5% | 1,968 | $105K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,901 | $101K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.6% | 1,797 | $96K |
| McIlrath & Eck, LLC | 0.01% | No change | 946 | $50K |
| Elevate Wealth Advisory, Inc. | 0.04% | Reduce -31.0% | 907 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | Add +0.5% | 770 | $41K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.6% | 642 | $34K |
| Ruedi Wealth Management, Inc. | 0.01% | New | 562 | $30K |
| IFP Advisors, Inc | 0.00% | New | 376 | $20K |
| Belpointe Asset Management LLC | 0.00% | Add +8.7% | 336 | $18K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $11K |
| SYM FINANCIAL Corp | 0.00% | Add +133.3% | 189 | $10K |
| Allworth Financial LP | 0.00% | No change | 60 | $3K |
| 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.