Dim GLB Sustain Fix Inc. ETFDFSBETF
13F holders, Q1 2026 (March 31)119holders +8
10new positions
4sold out
$51.76avg. 13F price*
At the end of Q1 2026, 119 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 8 from Q4 2025. 10 opened new positions and 4 sold out. The largest holders were Abacus Wealth Partners, LLC ($135.1M), Maseco LLP ($96.0M) and Mercer Global Advisors Inc. ($43.6M).
- Company
- Dim GLB Sustain Fix Inc. ETF
- Filed as
- DIMENSIONAL ETF TRUST (Q1 2026)
- CUSIP
- 25434V674
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $4.6M |
| Exits | 4 | $13.0M |
All 13F filers, Q4 2025 → Q1 2026: 890,770 shares bought and 397,945 shares sold, net +492,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 119 holders
| Abacus Wealth Partners, LLC | 12.33% | Add +7.4% | 2,610,181 | $135.1M |
| Maseco LLP | 3.01% | Add +8.2% | 1,856,701 | $96.0M |
| Mercer Global Advisors Inc. | 0.06% | Add +13.4% | 841,677 | $43.6M |
| Quantum Financial Advisors, LLC | 3.06% | Add +2.2% | 526,362 | $27.2M |
| Sei Investments Co. | 0.01% | Add +6.3% | 261,136 | $13.5M |
| Seeds Investor LLC | 1.83% | Add +11.4% | 256,943 | $13.4M |
| Simplicity Wealth,LLC | 0.74% | Reduce -0.9% | 251,974 | $13.0M |
| Composition Wealth, LLC | 0.17% | Reduce -25.2% | 245,066 | $12.7M |
| Parkshore Wealth Management, Inc. | 3.74% | Add +22.4% | 216,430 | $11.2M |
| Planning Center, Inc. | 0.99% | Add +2.6% | 188,959 | $9.8M |
| Momentous Wealth Management, Inc. | 5.44% | Add +6.3% | 184,145 | $9.5M |
| Citrine Capital LLC | 3.71% | Add +3.5% | 165,210 | $8.5M |
| Apella Capital, LLC | 0.12% | Add +23.7% | 159,046 | $8.3M |
| Corient Private Wealth LP | 0.01% | Add +4.3% | 125,547 | $6.5M |
| Allodium Investment Consultants, LLC | 2.59% | Add +20.5% | 104,718 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.0% | 94,666 | $4.9M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +96.0% | 88,898 | $4.6M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +95.1% | 81,092 | $4.2M |
| OneDigital Investment Advisors LLC | 0.04% | Add +0.9% | 77,360 | $4.0M |
| RAM Investment Partners, LLC | 0.57% | Add +6.3% | 62,797 | $3.2M |
| Betterment LLC | 0.01% | Add +5.8% | 58,369 | $3.0M |
| Summit Wealth Group LLC / Co. | 0.27% | Add +2.2% | 49,498 | $2.6M |
| LPL Financial LLC | 0.00% | Add +16.4% | 48,492 | $2.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +710.7% | 46,704 | $2.4M |
| Broadhurst Jeffrey B | 2.38% | Add +6.3% | 44,869 | $2.3M |
| AA Financial Advisors, LLC | 0.31% | New | 42,789 | $2.2M |
| Vermillion Wealth Management, Inc. | 0.61% | No change | 29,560 | $1.5M |
| Wheels Up Wealth, Inc. | 1.35% | Add +10.5% | 27,707 | $1.4M |
| Samalin Investment Counsel, LLC | 0.50% | Reduce -3.0% | 27,094 | $1.4M |
| Creative Capital Management Investments LLC | 0.40% | Add +2.1% | 26,629 | $1.4M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +69.6% | 26,211 | $1.4M |
| Tanager Wealth Management LLP | 0.13% | Add +0.6% | 25,926 | $1.3M |
| Babb Wealth Advisors LLC | 0.72% | Add +10.3% | 25,315 | $1.3M |
| RW Investment Management LLC | 0.11% | — | 22,208 | $1.1M |
| Curio Wealth, LLC | 0.37% | Add +0.1% | 20,814 | $1.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +4.6% | 20,356 | $1.1M |
| Osaic Holdings, Inc. | 0.00% | Add +77.4% | 19,885 | $1.0M |
| HighTower Advisors, LLC | 0.00% | Add +37.9% | 19,401 | $1.0M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +37.1% | 18,844 | $975K |
| Root Financial Partners, LLC | 0.04% | Add +103.6% | 18,087 | $936K |
| Strathmore Capital Advisors, Inc. | 0.26% | No change | 17,468 | $911K |
| Wealth Advisors Northwest LLC | 0.38% | Add +7.0% | 17,538 | $907K |
| von Borstel & Associates, Inc. | 0.20% | Add +82.4% | 17,201 | $890K |
| Flagstone Financial Management | 0.22% | Reduce -4.2% | 17,130 | $886K |
| Skyline Advisors, Inc. | 0.30% | Reduce -26.1% | 16,851 | $872K |
| Mason & Associates Inc | 0.16% | Add +0.1% | 15,890 | $818K |
| BetterWealth, LLC | 0.16% | Add +1.9% | 15,656 | $810K |
| Rehmann Capital Advisory Group | 0.04% | No change | 14,426 | $746K |
| Professional Financial Solutions LLC | 0.66% | Add +11.8% | 14,290 | $739K |
| McCartney Wealth Management LLC | 0.61% | No change | 13,959 | $722K |
| Virtu Financial LLC | 0.03% | New | 13,717 | $710K |
| Krilogy Financial LLC | 0.02% | Add +0.4% | 13,634 | $709K |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 13,216 | $684K |
| Aerodigm Wealth, LLC | 0.26% | No change | 13,214 | $684K |
| Petersen Hastings Wealth Advisors Inc. | 0.06% | Reduce -0.8% | 13,016 | $673K |
| Vise Technologies, Inc. | 0.01% | No change | 12,529 | $649K |
| Jane Street Group, LLC | 0.00% | Reduce -80.7% | 12,087 | $625K |
| Concord Wealth Partners | 0.08% | Reduce -11.4% | 11,952 | $618K |
| Geometric Wealth Advisors | 0.08% | Reduce -10.4% | 11,862 | $614K |
| WPWealth LLP | 0.09% | Add +0.0% | 11,458 | $593K |
| Vestment Financial LLC | 0.28% | Reduce -3.4% | 11,192 | $585K |
| Private Advisor Group, LLC | 0.00% | Add +0.3% | 11,025 | $570K |
| Cahill Financial Advisors Inc. | 0.06% | No change | 10,829 | $560K |
| DiNuzzo Private Wealth, Inc. | 0.06% | Add +1.4% | 10,628 | $550K |
| Level Financial Advisors | 0.13% | Add +0.4% | 10,059 | $520K |
| Clarity Asset Management, Inc. | 0.25% | New | 9,620 | $498K |
| Kestra Advisory Services, LLC | 0.00% | Add +6.1% | 9,400 | $486K |
| M. Kulyk & Associates, LLC | 0.09% | Add +1.5% | 9,281 | $480K |
| Fiduciary Financial Group, LLC | 0.06% | Add +6.7% | 9,111 | $471K |
| NewEdge Advisors, LLC | 0.00% | Reduce -2.5% | 8,887 | $460K |
| Rossby Financial, LCC | 0.09% | Add +128.1% | 8,660 | $448K |
| Mission Wealth Management, LP | 0.01% | Add +3.3% | 8,316 | $430K |
| Aspen Capital Management, LLC | 0.10% | No change | 7,939 | $411K |
| Shore Point Advisors, LLC | 0.16% | Add +3.7% | 7,868 | $407K |
| Ballast Rock Private Wealth LLC | 0.22% | No change | 7,794 | $403K |
| Fortis Capital Management LLC | 0.05% | New | 7,586 | $393K |
| Compass Capital Corp. /Ma/ | 0.14% | Add +5.6% | 7,456 | $388K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 7,366 | $382K |
| XY Planning Network, Inc. | 0.06% | No change | 7,053 | $365K |
| Stewardship Advisors, LLC | 0.08% | Add +5.3% | 7,055 | $365K |
| Grand Wealth Management, LLC | 0.17% | Add +2.2% | 6,984 | $361K |
| Summit Wealth Group, LLC | 0.08% | No change | 6,928 | $358K |
| Financial Plan, Inc. | 0.04% | Add +42.6% | 6,902 | $357K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 6,765 | $350K |
| Creative Planning | 0.00% | Reduce -10.7% | 5,990 | $310K |
| Legacy Financial Advisors, Inc. | 0.04% | Add +0.7% | 5,715 | $296K |
| Royal Bank of Canada | 0.00% | Add +43.3% | 5,702 | $295K |
| Fiduciary Financial Advisors | 0.26% | — | 5,600 | $290K |
| Greenspring Advisors, LLC | 0.02% | Add +6.1% | 5,157 | $267K |
| Envestnet Asset Management Inc. | 0.00% | New | 4,876 | $252K |
| Verisail Partners, LLC | 0.10% | New | 4,869 | $252K |
| Ariadne Wealth Management, LP | 0.11% | No change | 4,655 | $241K |
| MLG Wealth Management DBA Pine Grove Financial Group | 0.03% | No change | 4,458 | $231K |
| Long Island Wealth Management, Inc. | 0.10% | No change | 4,374 | $226K |
| Brookstone Capital Management | 0.00% | New | 4,315 | $223K |
| Signature Resources Capital Management, LLC | 0.10% | Add +25.2% | 4,186 | $217K |
| EnRich Financial Partners LLC | 0.06% | No change | 4,093 | $212K |
| Sprinkle Financial Consultants LLC | 0.10% | No change | 4,091 | $212K |
| Washington Trust Advisors, Inc. | 0.01% | No change | 3,575 | $185K |
| Coston, McIsaac & Partners | 0.04% | Add +15.7% | 3,521 | $182K |
"% 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.