Dim GLB Sustain Fix Inc. ETFDFSBETF

13F holders, Q3 2025 (September 30)
96holders +3
9new positions
5sold out
$53.27avg. 13F price*

At the end of Q3 2025, 96 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 3 from Q2 2025. 9 opened new positions and 5 sold out. The largest holders were Abacus Wealth Partners, LLC ($120.1M), Maseco LLP ($85.2M) and Mercer Global Advisors Inc. ($32.9M).

Company
Dim GLB Sustain Fix Inc. ETF
Filed as
DIMENSIONAL ETF TRUST (Q3 2025)
CUSIP
25434V674
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 48Q1 2024Q2 2024: 59Q2 2024Q3 2024: 63Q3 2024Q4 2024: 85Q4 2024Q1 2025: 92Q1 2025Q2 2025: 93Q2 2025Q3 2025: 96Q3 2025Q4 2025: 111Q4 2025Q1 2026: 119Q1 2026Q2 2026: 123Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$27.8M
Exits5$3.7M

All 13F filers, Q2 2025 → Q3 2025: 1,676,679 shares bought and 133,116 shares sold, net +1,543,563 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 96 holders

Abacus Wealth Partners, LLC 17.27% Add +7.4% 2,253,647 $120.1M
Maseco LLP 4.13% Add +9.8% 1,598,929 $85.2M
Mercer Global Advisors Inc. 0.05% Add +1327.8% 616,903 $32.9M
Quantum Financial Advisors, LLC 3.16% Add +7.4% 487,052 $25.9M
Composition Wealth, LLC 0.26% New 329,164 $17.5M
Sei Investments Co. 0.01% Add +15.6% 220,809 $11.8M
Seeds Investor LLC 2.30% Add +9.6% 204,486 $10.9M
Momentous Wealth Management, Inc. 5.40% Add +1.4% 159,833 $8.5M
Parkshore Wealth Management, Inc. 3.47% Add +24.4% 159,752 $8.5M
Planning Center, Inc. 0.89% Add +0.6% 159,587 $8.5M
Citrine Capital LLC 3.60% Add +2.6% 146,040 $7.8M
Corient Private Wealth LP 0.01% Add +13.7% 119,185 $6.3M
Jane Street Group, LLC 0.01% New 115,930 $6.2M
Apella Capital, LLC 0.13% Add +27.8% 109,449 $5.9M
Focus Partners Advisor Solutions, LLC 0.06% Add +75.7% 92,429 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +9.0% 91,033 $4.9M
Archer Investment Management, LLC 2.92% Add +2.9% 89,134 $4.7M
Allodium Investment Consultants, LLC 2.54% Add +11.1% 84,562 $4.5M
OneDigital Investment Advisors LLC 0.03% Add +18.3% 63,667 $3.4M
RAM Investment Partners, LLC 0.52% Add +5.4% 51,565 $2.7M
Betterment LLC 0.00% Add +43.7% 42,198 $2.2M
Goldman Sachs Group Inc. 0.00% New 41,277 $2.2M
LPL Financial LLC 0.00% Add +7.6% 39,055 $2.1M
Vermillion Wealth Management, Inc. 0.42% Add +19.7% 28,619 $1.5M
Samalin Investment Counsel, LLC 0.50% Add +4.2% 27,341 $1.5M
Tanager Wealth Management LLP 0.14% Add +8.7% 25,781 $1.4M
Creative Capital Management Investments LLC 0.42% Add +0.8% 24,819 $1.3M
Skyline Advisors, Inc. 0.37% Add +2.1% 20,279 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +3.1% 18,288 $974K
Curio Wealth, LLC 0.39% Add +0.6% 18,021 $960K
Babb Wealth Advisors LLC 0.61% Add +0.0% 17,655 $940K
Strathmore Capital Advisors, Inc. 0.37% No change 17,149 $914K
Flagstone Financial Management 0.24% Add +36.2% 16,989 $905K
Sequoia Financial Advisors, LLC 0.01% Add +10.5% 15,385 $820K
BetterWealth, LLC 0.19% Add +3.7% 14,651 $780K
RW Investment Management LLC 0.08% Add +3.1% 14,647 $780K
Rehmann Capital Advisory Group 0.04% Add +42.9% 13,563 $723K
Krilogy Financial LLC 0.03% New 13,570 $717K
Beacon Pointe Advisors, LLC 0.01% New 13,280 $707K
Modera Wealth Management, LLC 0.01% Reduce -0.1% 13,196 $703K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -60.5% 13,084 $697K
Geometric Wealth Advisors 0.09% Add +14.6% 12,925 $689K
Wealth Advisors Northwest LLC 0.33% Add +21.0% 12,840 $684K
Concord Wealth Partners 0.09% No change 12,616 $672K
Osaic Holdings, Inc. 0.00% Add +16.6% 11,211 $597K
WPWealth LLP 0.10% No change 11,135 $593K
Private Advisor Group, LLC 0.00% Add +0.9% 10,847 $578K
HighTower Advisors, LLC 0.00% Reduce -0.1% 10,643 $567K
DiNuzzo Private Wealth, Inc. 0.06% Reduce -10.2% 10,222 $538K
Vestment Financial LLC 0.31% Add +11.4% 10,058 $537K
Cahill Financial Advisors Inc. 0.06% No change 9,937 $529K
Aspen Capital Management, LLC 0.13% Reduce -3.6% 9,869 $526K
NewEdge Advisors, LLC 0.00% Reduce -23.6% 9,034 $481K
Level Financial Advisors 0.13% Add +4.7% 8,624 $459K
Fiduciary Financial Group, LLC 0.07% Add +54.7% 8,164 $435K
Aerodigm Wealth, LLC 0.18% Add +0.0% 8,144 $434K
Summit Wealth Group, LLC 0.10% Reduce -0.7% 8,006 $426K
von Borstel & Associates, Inc. 0.06% Add +7.0% 7,997 $423K
Shore Point Advisors, LLC 0.17% Add +4.8% 7,421 $395K
XY Planning Network, Inc. 0.13% No change 7,053 $370K
Wealthcare Advisory Partners LLC 0.01% No change 6,765 $360K
Compass Capital Corp. /Ma/ 0.16% Add +0.4% 6,759 $359K
Kestra Advisory Services, LLC 0.00% Reduce -29.1% 6,693 $357K
Grand Wealth Management, LLC 0.17% Add +42.9% 6,495 $346K
Stewardship Advisors, LLC 0.08% Add +16.8% 6,281 $335K
Creative Planning 0.00% No change 5,914 $315K
Root Financial Partners, LLC 0.02% Add +48.3% 5,785 $308K
Sax Wealth Advisors, LLC 0.02% Add +2.7% 5,654 $301K
Legacy Financial Advisors, Inc. 0.03% No change 4,724 $252K
Greenspring Advisors, LLC 0.04% — 4,661 $248K
Ariadne Wealth Management, LP 0.11% Add +0.0% 4,524 $240K
M. Kulyk & Associates, LLC 0.05% Reduce -14.7% 4,370 $233K
EnRich Financial Partners LLC 0.06% Add +0.4% 4,093 $218K
Sprinkle Financial Consultants LLC 0.12% No change 3,960 $211K
Farther Finance Advisors, LLC 0.00% No change 3,955 $211K
Envestnet Asset Management Inc. 0.00% Reduce -89.5% 3,878 $207K
Rossby Financial, LCC 0.06% New 3,565 $190K
Washington Trust Advisors, Inc. 0.01% New 3,461 $184K
Coston, McIsaac & Partners 0.04% Add +0.1% 3,163 $168K
JFS Wealth Advisors, LLC 0.01% No change 3,085 $164K
Signature Resources Capital Management, LLC 0.08% Add +236.9% 2,746 $146K
Orion Capital Management LLC 0.04% No change 2,293 $122K
Cardiff Park Advisors, LLC 0.01% No change 1,845 $98K
Bank of Montreal 0.00% New 1,305 $70K
Glass Jacobson Investment Advisors llc 0.02% Add +82.4% 1,202 $64K
Royal Bank of Canada 0.00% New 970 $52K
McIlrath & Eck, LLC 0.01% No change 946 $50K
Elevate Wealth Advisory, Inc. 0.04% No change 907 $48K
Elevation Wealth Partners, LLC 0.02% No change 849 $45K
IFP Advisors, Inc 0.00% Reduce -3.9% 465 $25K
GPS Wealth Strategies Group, LLC 0.00% Reduce -22.7% 435 $23K
SYM FINANCIAL Corp 0.00% No change 299 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 200 $11K
JPMorgan Chase & Co. 0.00% Reduce -92.1% 150 $8K
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.