Dim GLB Sustain Fix Inc. ETFDFSBETF
13F holders, Q2 2025 (June 30)93holders +1
7new positions
8sold out
$52.43avg. 13F price*
At the end of Q2 2025, 93 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 1 from Q1 2025. 7 opened new positions and 8 sold out. The largest holders were Abacus Wealth Partners, LLC ($110.0M), Maseco LLP ($76.3M) and Quantum Financial Advisors, LLC ($23.8M).
- Company
- Dim GLB Sustain Fix Inc. ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q2 2025)
- CUSIP
- 25434V674
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $2.2M |
| Exits | 8 | $24.7M |
All 13F filers, Q1 2025 → Q2 2025: 321,317 shares bought and 711,635 shares sold, net −390,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 93 holders
| Abacus Wealth Partners, LLC | 16.80% | Add +0.3% | 2,098,846 | $110.0M |
| Maseco LLP | 2.90% | — | 1,455,542 | $76.3M |
| Quantum Financial Advisors, LLC | 3.22% | Reduce -0.6% | 453,561 | $23.8M |
| Blue Oak Capital, LLC | 9.21% | Add +5.0% | 334,101 | $17.5M |
| Sei Investments Co. | 0.01% | Add +9.4% | 190,988 | $10.0M |
| Seeds Investor LLC | 2.30% | Reduce -5.1% | 186,511 | $9.8M |
| Planning Center, Inc. | 0.92% | Add +7.8% | 158,678 | $8.3M |
| Momentous Wealth Management, Inc. | 5.34% | Add +7.9% | 157,566 | $8.3M |
| Citrine Capital LLC | 3.96% | Add +5.3% | 142,320 | $7.5M |
| Parkshore Wealth Management, Inc. | 3.29% | Add +43.4% | 128,462 | $6.7M |
| Corient Private Wealth LP | 0.01% | Reduce -17.7% | 104,855 | $5.5M |
| Archer Investment Management, LLC | 3.30% | Add +1.6% | 86,640 | $4.5M |
| Apella Capital, LLC | 0.12% | Add +8.9% | 85,659 | $4.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.3% | 83,531 | $4.4M |
| Allodium Investment Consultants, LLC | 2.53% | Add +15.6% | 76,109 | $4.0M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -14.7% | 53,802 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +11.2% | 52,613 | $2.8M |
| RAM Investment Partners, LLC | 0.54% | Add +21.0% | 48,932 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +771.4% | 43,206 | $2.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +371.9% | 36,919 | $1.9M |
| Summit Wealth Group LLC / Co. | 0.48% | — | 36,406 | $1.9M |
| LPL Financial LLC | 0.00% | Add +20.9% | 36,286 | $1.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +164.2% | 33,096 | $1.7M |
| Betterment LLC | 0.00% | Reduce -2.3% | 29,362 | $1.5M |
| Samalin Investment Counsel, LLC | 0.53% | Reduce -13.9% | 26,248 | $1.4M |
| Creative Capital Management Investments LLC | 0.46% | No change | 24,610 | $1.3M |
| Vermillion Wealth Management, Inc. | 0.60% | Reduce -10.9% | 23,901 | $1.3M |
| Tanager Wealth Management LLP | 0.15% | Add +1.4% | 23,726 | $1.2M |
| Skyline Advisors, Inc. | 0.38% | Add +7.5% | 19,858 | $1.0M |
| Curio Wealth, LLC | 0.41% | Add +179100.0% | 17,920 | $940K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -68.1% | 17,730 | $930K |
| Babb Wealth Advisors LLC | 0.68% | Reduce -0.8% | 17,649 | $925K |
| Strathmore Capital Advisors, Inc. | 0.40% | — | 17,149 | $896K |
| RW Investment Management LLC | 0.08% | No change | 14,204 | $745K |
| BetterWealth, LLC | 0.19% | Add +4.3% | 14,131 | $741K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.6% | 13,922 | $730K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 13,212 | $693K |
| Concord Asset Management, LLC | 0.10% | New | 12,616 | $661K |
| Concord Wealth Partners | 0.10% | No change | 12,616 | $661K |
| Flagstone Financial Management | 0.19% | Add +40.0% | 12,470 | $654K |
| NewEdge Advisors, LLC | 0.00% | Reduce -0.9% | 11,821 | $620K |
| DiNuzzo Private Wealth, Inc. | 0.07% | Reduce -7.2% | 11,387 | $597K |
| Geometric Wealth Advisors | 0.09% | Reduce -3.7% | 11,280 | $591K |
| WPWealth LLP | 0.11% | Reduce -5.1% | 11,135 | $584K |
| Private Advisor Group, LLC | 0.00% | Add +3.5% | 10,752 | $564K |
| HighTower Advisors, LLC | 0.00% | No change | 10,654 | $559K |
| Wealth Advisors Northwest LLC | 0.29% | Add +3.5% | 10,611 | $556K |
| Aspen Capital Management, LLC | 0.15% | Add +127.1% | 10,237 | $537K |
| Altiora Financial Group, LLC | 0.10% | No change | 10,000 | $524K |
| Cahill Financial Advisors Inc. | 0.06% | No change | 9,937 | $521K |
| Osaic Holdings, Inc. | 0.00% | Add +33.0% | 9,616 | $504K |
| Rehmann Capital Advisory Group | 0.03% | Reduce -0.1% | 9,494 | $498K |
| Kestra Advisory Services, LLC | 0.00% | Add +45.3% | 9,442 | $495K |
| Vestment Financial LLC | 0.30% | Add +21.7% | 9,031 | $473K |
| Level Financial Advisors | 0.13% | Reduce -6.7% | 8,241 | $432K |
| Aerodigm Wealth, LLC | 0.20% | Reduce -1.2% | 8,142 | $427K |
| Summit Wealth Group, LLC | 0.11% | Add +68.6% | 8,060 | $423K |
| von Borstel & Associates, Inc. | 0.10% | Add +2.6% | 7,473 | $394K |
| Shore Point Advisors, LLC | 0.18% | Reduce -11.5% | 7,083 | $371K |
| XY Planning Network, Inc. | 0.13% | New | 7,053 | $370K |
| Old Mission Capital LLC | 0.01% | New | 6,977 | $366K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 6,765 | $355K |
| Compass Capital Corp. /Ma/ | 0.17% | Add +0.1% | 6,733 | $354K |
| Creative Planning | 0.00% | New | 5,914 | $310K |
| Sax Wealth Advisors, LLC | 0.02% | Reduce -31.6% | 5,503 | $289K |
| Stewardship Advisors, LLC | 0.07% | Add +2.5% | 5,377 | $282K |
| Fiduciary Financial Group, LLC | 0.05% | Add +0.3% | 5,277 | $277K |
| M. Kulyk & Associates, LLC | 0.06% | New | 5,122 | $269K |
| Legacy Financial Advisors, Inc. | 0.04% | Add +10.5% | 4,724 | $248K |
| Ariadne Wealth Management, LP | 0.11% | Reduce -2.7% | 4,522 | $239K |
| Grand Wealth Management, LLC | 0.12% | Add +2.4% | 4,545 | $238K |
| LexAurum Advisors, LLC | 0.04% | Add +3.0% | 4,264 | $224K |
| EnRich Financial Partners LLC | 0.07% | Reduce -0.3% | 4,075 | $214K |
| Sprinkle Financial Consultants LLC | 0.13% | No change | 3,960 | $208K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -16.7% | 3,955 | $207K |
| Root Financial Partners, LLC | 0.02% | New | 3,902 | $205K |
| Coston, McIsaac & Partners | 0.04% | No change | 3,160 | $165K |
| JFS Wealth Advisors, LLC | 0.01% | No change | 3,085 | $162K |
| Parkworth Wealth Management, Inc. | 0.09% | No change | 2,506 | $131K |
| Orion Capital Management LLC | 0.05% | Reduce -0.7% | 2,293 | $120K |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.1% | 1,901 | $100K |
| Cardiff Park Advisors, LLC | 0.01% | No change | 1,845 | $97K |
| McIlrath & Eck, LLC | 0.01% | No change | 946 | $50K |
| Elevate Wealth Advisory, Inc. | 0.03% | No change | 907 | $48K |
| Elevation Wealth Partners, LLC | 0.02% | No change | 849 | $45K |
| Signature Resources Capital Management, LLC | 0.03% | New | 815 | $43K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +0.1% | 659 | $35K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 563 | $30K |
| IFP Advisors, Inc | 0.00% | Reduce -2.6% | 484 | $25K |
| SYM FINANCIAL Corp | 0.00% | No change | 299 | $16K |
| 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.