Dim GLB Sustain Fix Inc. ETFDFSBETF

13F holders, Q2 2026 (June 30)
123holders +4
10new positions
5sold out
1famous investor
$52.09avg. 13F price*

At the end of Q2 2026, 123 institutions reported holding Dim GLB Sustain Fix Inc. ETF (DFSB) in their 13F filings, up 4 from Q1 2026. 10 opened new positions and 5 sold out. The largest holders were Abacus Wealth Partners, LLC ($150.2M), Maseco LLP ($100.1M) and Mercer Global Advisors Inc. ($52.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Dim GLB Sustain Fix Inc. ETF
Filed as
DIMENSIONAL ETF TRUST (Q2 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions10$17.1M
Exits5$1.4M

All 13F filers, Q1 2026 → Q2 2026: 1,178,967 shares bought and 76,455 shares sold, net +1,102,512 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 123 holders

Abacus Wealth Partners, LLC 15.79% Add +10.4% 2,882,992 $150.2M
Maseco LLP 2.81% Add +3.5% 1,922,639 $100.1M
Mercer Global Advisors Inc. 0.06% Add +19.6% 1,006,647 $52.5M
Quantum Financial Advisors, LLC 2.79% Add +2.7% 540,560 $28.2M
Simplicity Wealth,LLC 0.51% Add +15.1% 290,108 $15.1M
Sei Investments Co. 0.01% Add +9.3% 285,526 $14.9M
Seeds Investor LLC 1.38% Add +0.6% 258,358 $13.5M
Composition Wealth, LLC 0.15% Reduce -1.5% 241,479 $12.6M
Parkshore Wealth Management, Inc. 3.53% Add +9.0% 235,814 $12.3M
Planning Center, Inc. 0.95% Add +2.3% 193,316 $10.1M
Momentous Wealth Management, Inc. 5.06% Add +2.9% 189,457 $9.9M
Apella Capital, LLC 0.13% Add +14.0% 181,331 $9.4M
Citrine Capital LLC 3.17% Reduce -0.6% 164,174 $8.6M
Corient Private Wealth LP 0.01% Add +8.2% 135,845 $7.1M
Shira Ridge Wealth Management 2.31% New 126,923 $6.6M
Allodium Investment Consultants, LLC 2.45% Add +5.6% 110,544 $5.8M
Wealth Enhancement Advisory Services, LLC 0.01% Add +7.4% 101,695 $5.3M
Focus Partners Advisor Solutions, LLC 0.04% Add +16.3% 94,318 $4.9M
OneDigital Investment Advisors LLC 0.04% Add +20.2% 92,956 $4.8M
Beacon Pointe Advisors, LLC 0.02% Add +4.3% 92,724 $4.8M
Citadel Advisors 0.00% New 90,070 $4.7M
Clarity Wealth Development LLC 2.08% New 72,072 $3.8M
RAM Investment Partners, LLC 0.52% Reduce -1.0% 62,167 $3.2M
Betterment LLC 0.01% Add +0.1% 58,449 $3.0M
LPL Financial LLC 0.00% Add +2.8% 49,833 $2.6M
Summit Wealth Group LLC / Co. 0.21% Reduce -0.9% 49,039 $2.6M
Beacon Hill Wealth Management LTD. 1.60% — 44,461 $2.3M
Farther Finance Advisors, LLC 0.02% Reduce -5.4% 44,191 $2.3M
AA Financial Advisors, LLC 0.27% Reduce -1.2% 42,282 $2.2M
Sequoia Financial Advisors, LLC 0.01% Add +38.6% 36,340 $1.9M
Creative Capital Management Investments LLC 0.41% Add +28.6% 34,240 $1.8M
von Borstel & Associates, Inc. 0.37% Add +99.1% 34,250 $1.8M
Wheels Up Wealth, Inc. 1.40% Add +14.1% 31,600 $1.6M
Osaic Holdings, Inc. 0.00% Add +55.9% 31,001 $1.6M
Vermillion Wealth Management, Inc. 0.37% Add +1.0% 29,868 $1.6M
Babb Wealth Advisors LLC 0.72% Add +14.0% 28,869 $1.5M
Jane Street Group, LLC 0.00% Add +129.1% 27,687 $1.4M
Tanager Wealth Management LLP 0.12% Add +5.5% 27,362 $1.4M
Samalin Investment Counsel, LLC 0.46% Add +0.4% 27,209 $1.4M
Fiduciary Financial Advisors 0.14% Add +359.7% 25,742 $1.3M
Vise Technologies, Inc. 0.01% Add +100.7% 25,149 $1.3M
RW Investment Management LLC 0.10% Add +0.3% 22,272 $1.2M
Root Financial Partners, LLC 0.04% Add +18.7% 21,465 $1.1M
Wealth Advisors Northwest LLC 0.38% Add +20.6% 21,157 $1.1M
Curio Wealth, LLC 0.34% Add +1.4% 21,108 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +0.6% 20,479 $1.1M
HighTower Advisors, LLC 0.00% Add +0.1% 19,418 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.0% 18,664 $973K
Broadhurst Jeffrey B 1.97% Reduce -60.4% 17,750 $925K
Flagstone Financial Management 0.20% Add +0.9% 17,292 $901K
Strathmore Capital Advisors, Inc. 0.24% Add +0.9% 17,625 $898K
Rehmann Capital Advisory Group 0.04% Add +18.8% 17,133 $893K
Modera Wealth Management, LLC 0.01% Add +29.1% 17,068 $889K
BetterWealth, LLC 0.16% Add +8.8% 17,042 $888K
Skyline Advisors, Inc. 0.27% Reduce -2.5% 16,437 $857K
McCartney Wealth Management LLC 0.63% Add +14.2% 15,943 $831K
Level Financial Advisors 0.18% Add +52.9% 15,384 $802K
Clarity Asset Management, Inc. 0.38% Add +55.3% 14,935 $778K
Professional Financial Solutions LLC 0.59% Add +1.4% 14,486 $755K
Krilogy Financial LLC 0.02% Reduce -1.4% 13,439 $700K
Verisail Partners, LLC 0.26% Add +175.8% 13,427 $700K
Petersen Hastings Wealth Advisors Inc. 0.06% Add +2.9% 13,398 $698K
DiNuzzo Private Wealth, Inc. 0.07% Add +23.5% 13,128 $684K
Mason & Associates Inc 0.11% Reduce -17.4% 13,119 $684K
Private Advisor Group, LLC 0.00% Add +11.4% 12,285 $640K
Concord Wealth Partners 0.07% Add +0.4% 11,999 $625K
Geometric Wealth Advisors 0.07% Add +1.0% 11,985 $625K
Vestment Financial LLC 0.28% Add +7.1% 11,989 $620K
Freedom Day Solutions, LLC 0.14% New 11,799 $615K
WPWealth LLP 0.09% Add +0.6% 11,529 $601K
Summit Wealth Group, LLC 0.12% Add +62.9% 11,288 $588K
Cahill Financial Advisors Inc. 0.05% Reduce -2.6% 10,544 $549K
Kestra Advisory Services, LLC 0.00% Add +2.2% 9,607 $501K
Grand Wealth Management, LLC 0.20% Add +31.9% 9,214 $480K
Fiduciary Financial Group, LLC 0.05% Add +1.0% 9,201 $479K
Tillman Hartley LLC 0.11% New 9,112 $475K
Rossby Financial, LCC 0.09% Add +3.5% 8,962 $467K
Equita Financial Network, Inc. 0.13% New 8,858 $462K
Aspen Capital Management, LLC 0.10% Add +6.5% 8,455 $441K
Mission Wealth Management, LP 0.01% Add +1.0% 8,399 $438K
Creative Planning 0.00% Add +35.5% 8,119 $423K
Ballast Rock Private Wealth LLC 0.19% No change 7,794 $406K
Sax Wealth Advisors, LLC 0.02% Add +6.3% 7,831 $405K
Shore Point Advisors, LLC 0.14% Reduce -1.5% 7,748 $404K
Stewardship Advisors, LLC 0.08% Add +9.3% 7,714 $402K
Compass Capital Corp. /Ma/ 0.12% Add +0.1% 7,460 $380K
M. Kulyk & Associates, LLC 0.06% Reduce -22.9% 7,153 $373K
Wealthcare Advisory Partners LLC 0.01% Add +5.4% 7,131 $372K
XY Planning Network, Inc. 0.05% No change 7,053 $368K
Financial Plan, Inc. 0.03% No change 6,902 $360K
Fortis Capital Management LLC 0.04% Reduce -14.5% 6,487 $338K
Royal Bank of Canada 0.00% No change 5,702 $297K
E-Wealth Partners, LLC 0.21% New 5,494 $286K
Legacy Financial Advisors, Inc. 0.03% Reduce -7.8% 5,270 $275K
Envestnet Asset Management Inc. 0.00% Add +6.3% 5,183 $270K
Greenspring Advisors, LLC 0.01% Add +0.5% 5,181 $270K
Ariadne Wealth Management, LP 0.11% Add +0.2% 4,666 $243K
Washington Trust Advisors, Inc. 0.02% Add +26.3% 4,514 $235K
MLG Wealth Management DBA Pine Grove Financial Group 0.02% Add +1.1% 4,505 $235K
Long Island Wealth Management, Inc. 0.09% No change 4,374 $228K
Signature Resources Capital Management, LLC 0.09% Add +2.6% 4,297 $224K
EnRich Financial Partners LLC 0.05% Add +4.9% 4,293 $224K
Brookstone Capital Management 0.00% Reduce -2.8% 4,195 $219K
Sprinkle Financial Consultants LLC 0.08% Add +1.0% 4,133 $215K
NewEdge Advisors, LLC 0.00% Reduce -56.3% 3,884 $202K
Coston, McIsaac & Partners 0.04% Add +0.3% 3,531 $184K
JFS Wealth Advisors, LLC 0.01% No change 3,112 $162K
Bank of Montreal 0.00% Add +132.3% 3,031 $158K
LifeSteps Financial, Inc. 0.07% New 2,747 $143K
Cardiff Park Advisors, LLC 0.01% Add +1.0% 2,161 $113K
Orion Capital Management LLC 0.03% No change 2,043 $106K
Glass Jacobson Investment Advisors llc 0.02% Add +1.1% 1,351 $70K
Pinney & Scofield, Inc. 0.03% Reduce -22.1% 1,140 $59K
Elevate Wealth Advisory, Inc. 0.03% No change 907 $47K
Elevation Wealth Partners, LLC 0.01% Add +1.1% 887 $46K
Harbour Investments, Inc. 0.00% No change 836 $44K
SYM FINANCIAL Corp 0.00% No change 682 $36K
IFP Advisors, Inc 0.00% Add +0.2% 637 $33K
Assetmark, Inc. 0.00% New 598 $31K
JNBA Financial Advisors 0.00% No change 474 $25K
JPMorgan Chase & Co. 0.00% Add +6.8% 172 $9K
Hazlett, Burt & Watson, Inc. 0.00% New 101 $5K
Allworth Financial LP 0.00% Add +1.6% 64 $3K

"% 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.