Dim GLB Sustain Fix Inc. ETFDFSBETF

13F holders, Q4 2025 (December 31)
111holders +15
9new positions
3sold out
$51.80avg. 13F price*

At the end of Q4 2025, 111 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 15 from Q3 2025. 9 opened new positions and 3 sold out. The largest holders were Abacus Wealth Partners, LLC ($125.9M), Maseco LLP ($88.8M) and Mercer Global Advisors Inc. ($38.4M).

Company
Dim GLB Sustain Fix Inc. ETF
Filed as
DIMENSIONAL ETF TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions9$18.0M
Exits3$2.4M

All 13F filers, Q3 2025 → Q4 2025: 1,065,690 shares bought and 171,781 shares sold, net +893,909 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 111 holders

Abacus Wealth Partners, LLC 12.35% Add +7.9% 2,430,920 $125.9M
Maseco LLP 3.87% Add +7.3% 1,715,344 $88.8M
Mercer Global Advisors Inc. 0.06% Add +20.3% 742,208 $38.4M
Quantum Financial Advisors, LLC 3.00% Add +5.8% 515,112 $26.7M
Composition Wealth, LLC 0.24% Reduce -0.5% 327,647 $17.0M
Simplicity Wealth,LLC 0.79% New 254,275 $13.2M
Sei Investments Co. 0.01% Add +11.3% 245,675 $12.7M
Seeds Investor LLC 2.29% Add +12.8% 230,714 $12.0M
Planning Center, Inc. 0.97% Add +15.4% 184,211 $9.5M
Parkshore Wealth Management, Inc. 3.44% Add +10.7% 176,848 $9.2M
Momentous Wealth Management, Inc. 5.09% Add +8.4% 173,216 $9.0M
ProCore Advisors, LLC 9.00% — 169,411 $8.8M
Citrine Capital LLC 3.84% Add +9.3% 159,556 $8.3M
Apella Capital, LLC 0.13% Add +17.5% 128,555 $6.7M
Corient Private Wealth LP 0.01% Add +1.0% 120,420 $6.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.9% 92,782 $4.8M
Allodium Investment Consultants, LLC 2.28% Add +2.7% 86,878 $4.5M
OneDigital Investment Advisors LLC 0.04% Add +20.4% 76,643 $4.0M
Archer Investment Management, LLC 2.00% Reduce -19.6% 71,624 $3.7M
Jane Street Group, LLC 0.00% Reduce -45.9% 62,758 $3.3M
RAM Investment Partners, LLC 0.55% Add +14.6% 59,084 $3.1M
Betterment LLC 0.01% Add +30.8% 55,176 $2.9M
Summit Wealth Group LLC / Co. 0.33% New 48,433 $2.5M
Beacon Pointe Advisors, LLC 0.02% Add +241.5% 45,353 $2.3M
Broadhurst Jeffrey B 2.27% — 42,226 $2.2M
LPL Financial LLC 0.00% Add +6.7% 41,656 $2.2M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -55.0% 41,564 $2.2M
Vermillion Wealth Management, Inc. 0.63% Add +3.3% 29,560 $1.5M
Samalin Investment Counsel, LLC 0.52% Add +2.2% 27,946 $1.4M
Creative Capital Management Investments LLC 0.41% Add +5.1% 26,092 $1.4M
Tanager Wealth Management LLP 0.13% No change 25,781 $1.3M
Wheels Up Wealth, Inc. 1.21% — 25,069 $1.3M
Babb Wealth Advisors LLC 0.67% Add +30.0% 22,953 $1.2M
Skyline Advisors, Inc. 0.39% Add +12.4% 22,790 $1.2M
Curio Wealth, LLC 0.38% Add +15.4% 20,789 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +6.5% 19,469 $1.0M
Flagstone Financial Management 0.24% Add +5.3% 17,887 $927K
Strathmore Capital Advisors, Inc. 0.30% Add +1.9% 17,468 $905K
Wealth Advisors Northwest LLC 0.38% Add +27.6% 16,385 $849K
Mason & Associates Inc 0.15% New 15,874 $822K
Sequoia Financial Advisors, LLC 0.00% Add +0.5% 15,456 $801K
BetterWealth, LLC 0.18% Add +4.9% 15,363 $796K
Rehmann Capital Advisory Group 0.04% Add +6.4% 14,426 $747K
HighTower Advisors, LLC 0.00% Add +32.1% 14,065 $729K
McCartney Wealth Management LLC 0.62% — 13,959 $723K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.0% 13,744 $712K
Krilogy Financial LLC 0.02% Add +0.1% 13,578 $707K
Concord Wealth Partners 0.09% Add +7.0% 13,493 $699K
Geometric Wealth Advisors 0.09% Add +2.4% 13,233 $685K
Aerodigm Wealth, LLC 0.26% Add +62.3% 13,214 $684K
Modera Wealth Management, LLC 0.01% No change 13,196 $684K
Petersen Hastings Wealth Advisors Inc. 0.07% — 13,116 $679K
Professional Financial Solutions LLC 0.62% — 12,780 $662K
Vise Technologies, Inc. 0.01% New 12,529 $649K
Vestment Financial LLC 0.31% Add +15.1% 11,581 $603K
WPWealth LLP 0.09% Add +2.9% 11,457 $593K
Osaic Holdings, Inc. 0.00% No change 11,211 $581K
Private Advisor Group, LLC 0.00% Add +1.3% 10,991 $569K
Cahill Financial Advisors Inc. 0.06% Add +9.0% 10,829 $561K
DiNuzzo Private Wealth, Inc. 0.06% Add +2.5% 10,481 $543K
Level Financial Advisors 0.14% Add +16.2% 10,019 $519K
von Borstel & Associates, Inc. 0.11% Add +17.9% 9,432 $488K
M. Kulyk & Associates, LLC 0.09% Add +109.2% 9,144 $474K
NewEdge Advisors, LLC 0.00% Add +0.9% 9,113 $472K
Root Financial Partners, LLC 0.02% Add +53.6% 8,884 $460K
Kestra Advisory Services, LLC 0.00% Add +32.4% 8,862 $459K
Fiduciary Financial Group, LLC 0.06% Add +4.6% 8,543 $443K
Mission Wealth Management, LP 0.01% New 8,048 $417K
Aspen Capital Management, LLC 0.10% Reduce -19.6% 7,939 $411K
Ballast Rock Private Wealth LLC 0.25% — 7,794 $404K
Shore Point Advisors, LLC 0.17% Add +2.2% 7,586 $393K
Avise Financial Cooperative, Inc. 0.35% — 7,458 $386K
Sax Wealth Advisors, LLC 0.02% Add +30.3% 7,366 $382K
Compass Capital Corp. /Ma/ 0.14% Add +4.5% 7,063 $369K
XY Planning Network, Inc. 0.06% No change 7,053 $365K
Summit Wealth Group, LLC 0.08% Reduce -13.5% 6,928 $359K
Grand Wealth Management, LLC 0.16% Add +5.2% 6,831 $354K
Wealthcare Advisory Partners LLC 0.01% No change 6,765 $350K
Creative Planning 0.00% Add +13.4% 6,709 $348K
Stewardship Advisors, LLC 0.08% Add +6.7% 6,702 $347K
Farther Finance Advisors, LLC 0.00% Add +45.7% 5,761 $298K
Legacy Financial Advisors, Inc. 0.04% Add +20.1% 5,673 $294K
Greenspring Advisors, LLC 0.02% Add +4.3% 4,859 $252K
Financial Plan, Inc. 0.03% — 4,839 $251K
Ariadne Wealth Management, LP 0.10% Add +2.9% 4,655 $244K
MLG Wealth Management DBA Pine Grove Financial Group 0.03% — 4,458 $231K
Long Island Wealth Management, Inc. 0.11% New 4,374 $227K
EnRich Financial Partners LLC 0.06% No change 4,093 $212K
Sprinkle Financial Consultants LLC 0.11% Add +3.3% 4,091 $212K
Royal Bank of Canada 0.00% Add +310.3% 3,980 $206K
Rossby Financial, LCC 0.06% Add +6.5% 3,796 $197K
Washington Trust Advisors, Inc. 0.01% Add +3.3% 3,575 $185K
Signature Resources Capital Management, LLC 0.09% Add +21.8% 3,344 $173K
JFS Wealth Advisors, LLC 0.01% Add +0.9% 3,112 $161K
Coston, McIsaac & Partners 0.04% Reduce -3.8% 3,044 $157K
Orion Capital Management LLC 0.04% No change 2,293 $119K
Cardiff Park Advisors, LLC 0.01% Add +15.9% 2,139 $111K
US Bancorp \de 0.00% New 1,755 $91K
Glass Jacobson Investment Advisors llc 0.02% Add +11.2% 1,337 $69K
Bank of Montreal 0.00% No change 1,305 $68K

"% 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.

Show all 111 holders