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

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$4.6M
Exits4$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
JFS Wealth Advisors, LLC 0.01% No change 3,112 $161K
Cardiff Park Advisors, LLC 0.01% No change 2,139 $111K
Orion Capital Management LLC 0.04% Reduce -10.9% 2,043 $106K
Pinney & Scofield, Inc. 0.04% Add +12.7% 1,464 $76K
Glass Jacobson Investment Advisors llc 0.02% No change 1,337 $69K
Bank of Montreal 0.00% No change 1,305 $68K
McIlrath & Eck, LLC 0.00% No change 946 $49K
Elevate Wealth Advisory, Inc. 0.03% No change 907 $47K
Elevation Wealth Partners, LLC 0.02% No change 877 $45K
Harbour Investments, Inc. 0.00% New 836 $43K
SYM FINANCIAL Corp 0.00% Add +128.1% 682 $35K
IFP Advisors, Inc 0.00% Add +9.3% 636 $33K
JNBA Financial Advisors 0.00% No change 474 $25K
Burk Holdings LLC 0.01% New 296 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 200 $10K
JPMorgan Chase & Co. 0.00% Add +3.2% 161 $8K
Advisory Services Network, LLC 0.00% New 93 $5K
Allworth Financial LP 0.00% No change 63 $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.