Dim GLB Sustain Fix Inc. ETFDFSBETF
13F holders, Q4 2024 (December 31)85holders +22
15new positions
5sold out
1famous investor
$50.94avg. 13F price*
At the end of Q4 2024, 85 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 22 from Q3 2024. 15 opened new positions and 5 sold out. The largest holders were Abacus Wealth Partners, LLC ($105.9M), Quantum Financial Advisors, LLC ($20.2M) and Blue Oak Capital, LLC ($15.0M). 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 (Q4 2024)
- CUSIP
- 25434V674
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $16.4M |
| Exits | 5 | $1.2M |
All 13F filers, Q3 2024 → Q4 2024: 663,055 shares bought and 26,773 shares sold, net +636,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 85 holders
| Abacus Wealth Partners, LLC | 15.82% | Add +7.6% | 2,079,367 | $105.9M |
| Quantum Financial Advisors, LLC | 3.09% | Add +11.6% | 397,349 | $20.2M |
| Blue Oak Capital, LLC | 9.09% | — | 293,630 | $15.0M |
| RFG Advisory, LLC | 0.34% | Add +2.4% | 235,615 | $12.0M |
| Seeds Investor LLC | 3.09% | New | 212,910 | $10.8M |
| Sei Investments Co. | 0.01% | Add +18.6% | 142,143 | $7.2M |
| Momentous Wealth Management, Inc. | 5.79% | — | 137,155 | $7.0M |
| Citrine Capital LLC | 5.12% | — | 136,344 | $6.9M |
| Corient Private Wealth LP | 0.01% | Add +2.8% | 106,239 | $5.4M |
| Archer Investment Management, LLC | 2.80% | — | 89,281 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +10.9% | 75,020 | $3.8M |
| Apella Capital, LLC | 0.13% | Add +18.4% | 67,277 | $3.4M |
| Citadel Advisors | 0.00% | New | 61,802 | $3.1M |
| Parkshore Wealth Management, Inc. | 1.81% | — | 58,952 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.2% | 54,284 | $2.8M |
| Allodium Investment Consultants, LLC | 2.20% | — | 51,641 | $2.6M |
| OneDigital Investment Advisors LLC | 0.03% | Add +19.7% | 48,673 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -6.2% | 42,530 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +75.7% | 40,897 | $2.1M |
| RAM Investment Partners, LLC | 0.49% | Add +13.2% | 38,913 | $2.0M |
| Thrivent Financial for Lutherans | 0.00% | Add +18.6% | 35,598 | $1.8M |
| Samalin Investment Counsel, LLC | 0.67% | Add +1.4% | 30,362 | $1.5M |
| Betterment LLC | 0.00% | Add +102.0% | 29,488 | $1.5M |
| Vermillion Wealth Management, Inc. | 0.70% | — | 26,790 | $1.4M |
| LPL Financial LLC | 0.00% | Add +11.2% | 24,320 | $1.2M |
| Creative Capital Management Investments LLC | 0.49% | Add +11.6% | 23,015 | $1.2M |
| Tanager Wealth Management LLP | 0.15% | Add +341.6% | 22,536 | $1.1M |
| RW Investment Management LLC | 0.12% | Add +0.6% | 18,745 | $955K |
| BetterWealth, LLC | 0.24% | Add +8.0% | 17,154 | $874K |
| Curio Wealth, LLC | 0.46% | — | 16,753 | $853K |
| Diversify Wealth Management, LLC | 0.07% | Add +3.5% | 16,819 | $847K |
| Skyline Advisors, Inc. | 0.32% | New | 16,015 | $816K |
| Modera Wealth Management, LLC | 0.01% | Add +6.5% | 15,499 | $790K |
| Babb Wealth Advisors LLC | 0.54% | — | 13,074 | $666K |
| Concord Wealth Partners | 0.11% | Add +0.7% | 12,610 | $642K |
| Sax Wealth Advisors, LLC | 0.05% | Add +50.9% | 12,604 | $642K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Reduce -1.4% | 12,127 | $618K |
| NewEdge Advisors, LLC | 0.00% | Add +79.4% | 11,768 | $599K |
| HighTower Advisors, LLC | 0.00% | Add +17.5% | 10,651 | $543K |
| WPWealth LLP | 0.11% | Add +11.2% | 10,631 | $542K |
| Hart & Patterson Financial Group LLC | 0.26% | Add +11.5% | 10,581 | $539K |
| Private Advisor Group, LLC | 0.00% | Reduce -2.1% | 10,246 | $522K |
| Altiora Financial Group, LLC | 0.11% | No change | 10,000 | $509K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -5.4% | 9,928 | $506K |
| Kestra Advisory Services, LLC | 0.00% | Add +46.4% | 9,495 | $484K |
| Rehmann Capital Advisory Group | 0.03% | Add +12.0% | 9,409 | $479K |
| von Borstel & Associates, Inc. | 0.18% | Add +83.8% | 9,056 | $461K |
| Wealth Advisors Northwest LLC | 0.30% | — | 8,688 | $443K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +20.4% | 8,622 | $439K |
| Level Financial Advisors | 0.16% | Add +26.4% | 8,504 | $433K |
| Aerodigm Wealth, LLC | 0.25% | New | 8,239 | $420K |
| Vestment Financial LLC | 0.29% | — | 7,593 | $384K |
| Compass Capital Corp. /Ma/ | 0.13% | — | 6,335 | $323K |
| Envestnet Asset Management Inc. | 0.00% | Add +32.0% | 5,756 | $293K |
| Pathstone Holdings, LLC | 0.00% | Add +2.5% | 5,039 | $257K |
| Fiduciary Financial Group, LLC | 0.06% | Add +0.3% | 5,075 | $255K |
| Flagstone Financial Management | 0.08% | New | 4,959 | $253K |
| Savant Capital, LLC | 0.00% | New | 4,693 | $239K |
| Ariadne Wealth Management, LP | 0.11% | New | 4,646 | $238K |
| Stewardship Advisors, LLC | 0.06% | New | 4,592 | $234K |
| Grand Wealth Management, LLC | 0.13% | Add +12.1% | 4,437 | $226K |
| EnRich Financial Partners LLC | 0.07% | Add +5.5% | 4,082 | $208K |
| Sprinkle Financial Consultants LLC | 0.14% | Add +2.5% | 3,954 | $201K |
| JFS Wealth Advisors, LLC | 0.01% | Reduce -1.4% | 3,085 | $157K |
| Farther Finance Advisors, LLC | 0.01% | Add +44.5% | 2,746 | $140K |
| Orion Capital Management LLC | 0.06% | New | 2,703 | $138K |
| Parkworth Wealth Management, Inc. | 0.11% | — | 2,501 | $127K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.6% | 1,957 | $100K |
| Cardiff Park Advisors, LLC | 0.01% | Add +2.5% | 1,841 | $94K |
| McIlrath & Eck, LLC | 0.01% | No change | 946 | $48K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 907 | $46K |
| Elevation Wealth Partners, LLC | 0.02% | Add +2.5% | 789 | $40K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +2.5% | 658 | $34K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 562 | $29K |
| IFP Advisors, Inc | 0.00% | Add +30.6% | 491 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 394 | $20K |
| SYM FINANCIAL Corp | 0.00% | Add +58.2% | 299 | $15K |
| UBS Group AG | 0.00% | New | 290 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 74 | $4K |
| Allworth Financial LP | 0.00% | Add +1.7% | 61 | $3K |
| Coston, McIsaac & Partners | 0.00% | New | 48 | $2K |
| Cwm, LLC | 0.00% | No change | 26 | $1K |
| Morgan Stanley | 0.00% | New | 1 | $75 |
| 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.