Dim GLB Sustain Fix Inc. ETFDFSBETF
13F holders, Q1 2025 (March 31)92holders +7
15new positions
8sold out
$50.42avg. 13F price*
At the end of Q1 2025, 92 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 7 from Q4 2024. 15 opened new positions and 8 sold out. The largest holders were Abacus Wealth Partners, LLC ($107.8M), Quantum Financial Advisors, LLC ($23.5M) and Blue Oak Capital, LLC ($16.4M).
- Company
- Dim GLB Sustain Fix Inc. ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q1 2025)
- CUSIP
- 25434V674
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $34.3M |
| Exits | 8 | $17.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,079,790 shares bought and 429,309 shares sold, net +650,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Abacus Wealth Partners, LLC | 16.21% | Add +0.6% | 2,092,387 | $107.8M |
| Quantum Financial Advisors, LLC | 3.50% | Add +14.8% | 456,237 | $23.5M |
| Blue Oak Capital, LLC | 9.04% | Add +8.3% | 318,061 | $16.4M |
| Passive Capital Management, LLC. | 3.98% | New | 376,440 | $12.6M |
| Seeds Investor LLC | 2.84% | Reduce -7.7% | 196,625 | $10.1M |
| Raymond James Financial Inc. | 0.00% | New | 175,533 | $9.0M |
| Sei Investments Co. | 0.01% | Add +22.8% | 174,506 | $9.0M |
| Planning Center, Inc. | 0.90% | New | 147,228 | $7.6M |
| Momentous Wealth Management, Inc. | 5.32% | Add +6.5% | 146,053 | $7.5M |
| Citrine Capital LLC | 4.36% | Reduce -0.9% | 135,168 | $7.0M |
| Corient Private Wealth LP | 0.01% | Add +20.0% | 127,472 | $6.6M |
| Parkshore Wealth Management, Inc. | 2.68% | Add +52.0% | 89,587 | $4.6M |
| Archer Investment Management, LLC | 3.04% | Reduce -4.5% | 85,306 | $4.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +7.8% | 80,850 | $4.2M |
| Apella Capital, LLC | 0.14% | Add +16.9% | 78,640 | $4.0M |
| Allodium Investment Consultants, LLC | 2.50% | Add +27.5% | 65,863 | $3.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +29.6% | 63,105 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.3% | 55,556 | $2.9M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +15.7% | 47,329 | $2.4M |
| RAM Investment Partners, LLC | 0.51% | Add +3.9% | 40,428 | $2.1M |
| Samalin Investment Counsel, LLC | 0.64% | Add +0.4% | 30,492 | $1.6M |
| Betterment LLC | 0.00% | Add +2.0% | 30,066 | $1.5M |
| LPL Financial LLC | 0.00% | Add +23.4% | 30,004 | $1.5M |
| Vermillion Wealth Management, Inc. | 0.41% | Add +0.2% | 26,836 | $1.4M |
| Creative Capital Management Investments LLC | 0.49% | Add +6.9% | 24,610 | $1.3M |
| Tanager Wealth Management LLP | 0.16% | Add +3.9% | 23,405 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -48.4% | 21,937 | $1.1M |
| Skyline Advisors, Inc. | 0.37% | Add +15.3% | 18,469 | $951K |
| Babb Wealth Advisors LLC | 0.73% | Add +36.1% | 17,797 | $917K |
| Curio Wealth, LLC | 0.44% | Reduce -99.9% | 10 | $853K |
| Virtu Financial LLC | 0.04% | New | 15,237 | $785K |
| RW Investment Management LLC | 0.09% | Reduce -24.2% | 14,204 | $732K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 13,709 | $706K |
| BetterWealth, LLC | 0.20% | Reduce -21.0% | 13,547 | $698K |
| Goldman Sachs Group Inc. | 0.00% | New | 13,210 | $680K |
| Modera Wealth Management, LLC | 0.01% | Reduce -14.8% | 13,203 | $680K |
| Concord Wealth Partners | 0.11% | Add +0.1% | 12,616 | $650K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +45.3% | 12,528 | $645K |
| DiNuzzo Private Wealth, Inc. | 0.08% | Add +1.2% | 12,272 | $632K |
| NewEdge Advisors, LLC | 0.00% | Add +1.4% | 11,927 | $614K |
| WPWealth LLP | 0.12% | Add +10.4% | 11,733 | $604K |
| Geometric Wealth Advisors | 0.10% | New | 11,712 | $603K |
| HighTower Advisors, LLC | 0.00% | Add +0.0% | 10,654 | $549K |
| Private Advisor Group, LLC | 0.00% | Add +1.4% | 10,387 | $535K |
| Wealth Advisors Northwest LLC | 0.33% | Add +18.1% | 10,257 | $528K |
| Altiora Financial Group, LLC | 0.11% | No change | 10,000 | $515K |
| Cahill Financial Advisors Inc. | 0.07% | Add +0.1% | 9,937 | $512K |
| Rehmann Capital Advisory Group | 0.03% | Add +1.0% | 9,505 | $490K |
| Flagstone Financial Management | 0.15% | Add +79.7% | 8,909 | $459K |
| Level Financial Advisors | 0.15% | Add +3.9% | 8,834 | $455K |
| Aerodigm Wealth, LLC | 0.24% | No change | 8,239 | $424K |
| Sax Wealth Advisors, LLC | 0.03% | Reduce -36.1% | 8,049 | $415K |
| Shore Point Advisors, LLC | 0.22% | New | 8,007 | $412K |
| Envestnet Asset Management Inc. | 0.00% | Add +35.9% | 7,824 | $403K |
| Vestment Financial LLC | 0.27% | Reduce -2.3% | 7,418 | $383K |
| von Borstel & Associates, Inc. | 0.11% | Reduce -19.6% | 7,285 | $375K |
| Osaic Holdings, Inc. | 0.00% | New | 7,228 | $372K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 6,765 | $348K |
| Compass Capital Corp. /Ma/ | 0.18% | Add +6.2% | 6,725 | $343K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -31.6% | 6,498 | $335K |
| Stewardship Advisors, LLC | 0.07% | Add +14.2% | 5,245 | $270K |
| Fiduciary Financial Group, LLC | 0.06% | Add +3.7% | 5,264 | $268K |
| Savant Capital, LLC | 0.00% | Add +10.3% | 5,178 | $267K |
| Pathstone Holdings, LLC | 0.00% | No change | 5,039 | $261K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,958 | $255K |
| Summit Wealth Group, LLC | 0.07% | New | 4,780 | $246K |
| Farther Finance Advisors, LLC | 0.01% | Add +73.0% | 4,750 | $245K |
| Greenspring Advisors, LLC | 0.06% | New | 4,661 | $240K |
| Ariadne Wealth Management, LP | 0.12% | Add +0.0% | 4,647 | $239K |
| Aspen Capital Management, LLC | 0.07% | — | 4,508 | $232K |
| Grand Wealth Management, LLC | 0.13% | No change | 4,437 | $229K |
| Legacy Financial Advisors, Inc. | 0.04% | New | 4,274 | $220K |
| LexAurum Advisors, LLC | 0.04% | New | 4,138 | $213K |
| EnRich Financial Partners LLC | 0.07% | Add +0.1% | 4,086 | $210K |
| Sprinkle Financial Consultants LLC | 0.13% | Add +0.1% | 3,960 | $204K |
| Coston, McIsaac & Partners | 0.05% | Add +6483.3% | 3,160 | $162K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,085 | $159K |
| JPMorgan Chase & Co. | 0.00% | Add +37.0% | 2,682 | $138K |
| Parkworth Wealth Management, Inc. | 0.10% | Add +0.2% | 2,506 | $129K |
| Orion Capital Management LLC | 0.05% | Reduce -14.6% | 2,308 | $119K |
| Cardiff Park Advisors, LLC | 0.01% | Add +0.2% | 1,845 | $95K |
| McIlrath & Eck, LLC | 0.01% | No change | 946 | $49K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 907 | $47K |
| Elevation Wealth Partners, LLC | 0.02% | Add +7.6% | 849 | $44K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 658 | $34K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +42.9% | 563 | $29K |
| Ruedi Wealth Management, Inc. | 0.01% | No change | 562 | $29K |
| IFP Advisors, Inc | 0.00% | Add +1.2% | 497 | $26K |
| SYM FINANCIAL Corp | 0.00% | No change | 299 | $15K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 200 | $10K |
| Allworth Financial LP | 0.00% | No change | 61 | $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.