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Disclosery

DFSB DIMENSIONAL ETF TRUST

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GLOBAL SUSTAINA (fund)

123 managers (123 13F filers) reported a position in DFSB shares at 2026-06-30, 10,748,239 shares in all. 10 filers opened a position and 5 filers sold out during the quarter.

Managers
123
13F filers
123
New
10
Added
82
Reduced
19
Sold out
5
Shares held by filers
10,748,239

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Abacus Wealth Partners, LLC2,882,992$150M15.79%+272,81113F-HRTimeline
MASECO LLP1,922,639$100M2.81%+65,93813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,006,647$52.5M0.06%+164,97013F-HR/ATimeline
Quantum Financial Advisors, LLC540,560$28.2M2.79%+14,19813F-HRTimeline
Simplicity Wealth,LLC290,108$15.1M0.51%+38,13413F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO285,526$14.9M0.01%+24,39013F-HRTimelineGroup
SEEDS INVESTOR LLC258,358$13.5M1.38%+1,41513F-HRTimeline
Composition Wealth, LLC241,479$12.6M0.15%-3,58713F-HRTimeline
Parkshore Wealth Management, Inc.235,814$12.3M3.53%+19,38413F-HRTimeline
Planning Center, Inc.193,316$10.1M0.95%+4,35713F-HRTimeline
Momentous Wealth Management, Inc.189,457$9.87M5.06%+5,31213F-HRTimeline
Apella Capital, LLC181,331$9.4M0.13%+22,28513F-HRTimeline
Citrine Capital LLC164,174$8.56M3.17%-1,03613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP135,845$7.08M0.01%+10,29813F-HR/ATimelineGroup
Shira Ridge Wealth Management126,923$6.61M2.31%new13F-HRTimeline
Allodium Investment Consultants, LLC110,544$5.76M2.45%+5,82613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…101,695$5.26M0.01%+7,02913F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth94,318$4.91M0.04%+13,22613F-HRTimelineGroup
OneDigital Investment Advisors LLC92,956$4.84M0.04%+15,59613F-HRTimeline
Beacon Pointe Advisors, LLC92,724$4.83M0.02%+3,82613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC90,070$4.69M<0.01%new13F-HR/ATimelineGroup
Clarity Wealth Development LLC72,072$3.76M2.08%new13F-HRTimeline
RAM Investment Partners, LLC62,167$3.24M0.52%-63013F-HRTimeline
Betterment LLC58,449$3.05M0.01%+8013F-HRTimeline
LPL Financial LLC49,833$2.6M<0.01%+1,34113F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO49,039$2.56M0.21%-45913F-HRTimeline
BEACON HILL WEALTH MANAGEMENT LTD.44,461$2.32M1.61%13F-HRTimeline
Farther Finance Advisors, LLC44,191$2.3M0.02%-2,51313F-HRTimeline
AA Financial Advisors, LLC42,282$2.2M0.26%-50713F-HRTimeline
Sequoia Financial Advisors, LLC36,340$1.89M0.01%+10,12913F-HRTimeline
Creative Capital Management Investments…34,240$1.78M0.41%+7,61113F-HRTimeline
von Borstel & Associates, Inc.34,250$1.78M0.37%+17,04913F-HRTimeline
Wheels Up Wealth, Inc.31,600$1.65M1.4%+3,89313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.31,001$1.62M<0.01%+11,11613F-HRTimelineGroup
Vermillion Wealth Management, Inc.29,868$1.56M0.36%+30813F-HRTimeline
Babb Wealth Advisors LLC28,869$1.5M0.73%+3,55413F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC27,687$1.44M<0.01%+15,60013F-HRTimelineGroup
Tanager Wealth Management LLP27,362$1.43M0.12%+1,43613F-HRTimeline
Samalin Investment Counsel, LLC27,209$1.42M0.45%+11513F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS25,742$1.34M0.14%+20,14213F-HRTimeline
Vise Technologies, Inc.25,149$1.31M0.01%+12,62013F-HRTimeline
RW Investment Management LLC22,272$1.16M0.1%+6413F-HRTimeline
Root Financial Partners, LLC21,465$1.12M0.04%+3,37813F-HRTimeline
Wealth Advisors Northwest LLC21,157$1.1M0.38%+3,61913F-HRTimeline
CURIO WEALTH, LLC21,108$1.1M0.34%+29413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,479$1.07M<0.01%+12313F-HRTimeline
HighTower Advisors, LLC19,418$1.01M<0.01%+1713F-HRTimeline
Cambridge Investment Research Advisors,…18,664$973K<0.01%-18013F-HR/ATimeline
Broadhurst Jeffrey B17,750$925K1.97%-27,11913F-HRTimeline
Flagstone Financial Management17,292$901K0.2%+16213F-HRTimeline
Strathmore Capital Advisors, Inc.17,625$898K0.24%+15713F-HRTimeline
Rehmann Capital Advisory Group17,133$893K0.04%+2,70713F-HRTimeline
Modera Wealth Management, LLC17,068$889K0.01%+3,85213F-HRTimeline
BetterWealth, LLC17,042$888K0.16%+1,38613F-HRTimeline
Skyline Advisors, Inc.16,437$857K0.27%-41413F-HRTimeline
McCartney Wealth Management LLC15,943$831K0.63%+1,98413F-HRTimeline
Level Financial Advisors15,384$802K0.18%+5,32513F-HRTimeline
Clarity Asset Management, Inc.14,935$778K0.38%+5,31513F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …14,486$755K0.59%+19613F-HRTimeline
Krilogy Financial LLC13,439$700K0.02%-19513F-HRTimeline
Verisail Partners, LLC13,427$700K0.26%+8,55813F-HRTimeline
Petersen Hastings Wealth Advisors Inc.13,398$698K0.06%+38213F-HRTimeline
DiNuzzo Private Wealth, Inc.13,128$684K0.07%+2,50013F-HRTimeline
Mason & Associates Inc13,119$684K0.11%-2,77113F-HRTimeline
Private Advisor Group, LLC12,285$640K<0.01%+1,26013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners11,999$625K0.07%+4713F-HRTimelineGroup
Geometric Wealth Advisors11,985$625K0.07%+12313F-HRTimeline
Vestment Financial LLC11,989$620K0.28%+79713F-HRTimeline
Freedom Day Solutions, LLC11,799$615K0.14%new13F-HRTimeline
WPWealth LLP11,529$601K0.09%+7113F-HRTimeline
Summit Wealth Group, LLC11,288$588K0.12%+4,36013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,544$549K0.05%-28513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,607$501K<0.01%+20713F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC9,214$480K0.2%+2,23013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,201$479K0.05%+9013F-HRTimeline
Tillman Hartley LLC9,112$475K0.11%new13F-HRTimeline
Rossby Financial, LCC8,962$467K0.09%+30213F-HRTimeline
Equita Financial Network, Inc.8,858$462K0.13%new13F-HRTimeline
Aspen Capital Management, LLC8,455$441K0.1%+51613F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,399$438K0.01%+8313F-HRTimeline
Creative Planningin group Creative Planning8,119$423K<0.01%+2,12913F-HRTimelineGroup
Ballast Rock Private Wealth LLC7,794$406K0.19%013F-HRTimeline
SAX WEALTH ADVISORS, LLC7,831$405K0.02%+46513F-HRTimeline
Shore Point Advisors, LLC7,748$404K0.14%-12013F-HRTimeline
Stewardship Advisors, LLC7,714$402K0.08%+65913F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,460$380K0.12%+413F-HRTimeline
M. Kulyk & Associates, LLC7,153$373K0.06%-2,12813F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …7,131$372K0.01%+36613F-HRTimelineGroup
XY Planning Network, Inc.7,053$368K0.05%013F-HRTimeline
Financial Plan, Inc.6,902$360K0.03%013F-HRTimeline
Fortis Capital Management LLC6,487$338K0.04%-1,09913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,702$297K<0.01%013F-HRTimelineGroup
E-Wealth Partners, LLC5,494$286K0.21%new13F-HRTimeline
Legacy Financial Advisors, Inc.5,270$275K0.03%-44513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,183$270K<0.01%+30713F-HR/ATimelineGroup
Greenspring Advisors, LLC5,181$270K0.01%+2413F-HRTimeline
Ariadne Wealth Management, LP4,666$243K0.11%+1113F-HRTimeline
Washington Trust Advisors, Inc.4,514$235K0.02%+93913F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…4,505$235K0.02%+4713F-HRTimeline
Long Island Wealth Management, Inc.4,374$228K0.09%013F-HRTimeline
Signature Resources Capital Management,…4,297$224K0.09%+11113F-HRTimeline
EnRich Financial Partners LLC4,293$224K0.05%+20013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,195$219K<0.01%-12013F-HRTimelineGroup
Sprinkle Financial Consultants LLC4,133$215K0.08%+4213F-HRTimeline
NewEdge Advisors, LLC3,884$202K<0.01%-5,00313F-HRTimeline
Coston, McIsaac & Partners3,531$184K0.04%+1013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,112$162K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/3,031$158K<0.01%+1,72613F-HRTimelineGroup
LifeSteps Financial, Inc.2,747$143K0.07%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,161$113K0.01%+2213F-HRTimeline
Orion Capital Management LLC2,043$106K0.03%013F-HRTimeline
Glass Jacobson Investment Advisors llc1,351$70.4K0.02%+1413F-HRTimeline
PINNEY & SCOFIELD, INC.1,140$59.4K0.03%-32413F-HRTimeline
ELEVATE WEALTH ADVISORY, INC907$47.3K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC887$46.2K0.01%+1013F-HRTimeline
HARBOUR INVESTMENTS, INC.836$43.6K<0.01%013F-HRTimeline
SYM FINANCIAL Corp682$35.5K<0.01%013F-HRTimeline
IFP Advisors, Inc637$33.2K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC598$31.2K<0.01%new13F-HRTimelineGroup
JNBA Financial Advisors474$24.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO172$8.99K<0.01%+1113F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.101$5K<0.01%new13F-HRTimeline
Allworth Financial LP64$3.33K<0.01%+113F-HRTimeline