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Disclosery

DFSB DIMENSIONAL ETF TRUST

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GLOBAL SUSTAINA (fund)

86 managers (86 13F filers) reported a position in DFSB shares at 2024-12-31, 4,931,090 shares in all. 15 filers opened a position and 5 filers sold out during the quarter.

Managers
86
13F filers
86
New
15
Added
44
Reduced
7
Sold out
5
Shares held by filers
4,931,090

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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, LLC2,079,367$106M15.82%+147,54113F-HRTimeline
Quantum Financial Advisors, LLC397,349$20.2M3.09%+41,19513F-HRTimeline
Blue Oak Capital, LLC293,630$15M9.09%13F-HRTimeline
RFG Advisory, LLC235,615$12M0.34%+5,51513F-HRTimeline
SEEDS INVESTOR LLC212,910$10.8M3.09%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO142,143$7.24M0.01%+22,27613F-HRTimelineGroup
Momentous Wealth Management, Inc.137,155$6.99M5.79%13F-HRTimeline
Citrine Capital LLC136,344$6.95M5.12%13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP106,239$5.41M0.01%+2,93813F-HRTimelineGroup
Archer Investment Management, LLC89,281$4.55M2.8%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…75,020$3.82M0.01%+7,36213F-HR/ATimeline
Apella Capital, LLC67,277$3.43M0.13%+10,47413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC61,802$3.15M<0.01%new13F-HRTimelineGroup
Parkshore Wealth Management, Inc.58,952$3M1.81%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC54,284$2.77M<0.01%-1,21713F-HRTimeline
Allodium Investment Consultants, LLC51,641$2.63M2.2%13F-HRTimeline
OneDigital Investment Advisors LLC48,673$2.48M0.03%+8,01513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC42,530$2.17M<0.01%-2,80713F-HRTimelineGroup
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth40,897$2.08M0.04%+17,61713F-HRTimelineGroup
RAM Investment Partners, LLC38,913$1.98M0.49%+4,54713F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…35,598$1.81M<0.01%+5,57013F-HRTimelineGroup
Samalin Investment Counsel, LLC30,362$1.55M0.66%+41113F-HRTimeline
Betterment LLC29,488$1.5M<0.01%+14,89213F-HRTimeline
Vermillion Wealth Management, Inc.26,790$1.36M0.7%13F-HRTimeline
LPL Financial LLC24,320$1.24M<0.01%+2,45813F-HRTimeline
Creative Capital Management Investments…23,015$1.17M0.49%+2,39613F-HRTimeline
Tanager Wealth Management LLP22,536$1.15M0.15%+17,43313F-HRTimeline
RW Investment Management LLC18,745$955K0.12%+11113F-HRTimeline
BetterWealth, LLC17,154$874K0.24%+1,26413F-HRTimeline
CURIO WEALTH, LLC16,753$853K0.46%13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …16,819$847K0.07%+57313F-HRTimelineGroup
Skyline Advisors, Inc.16,015$816K0.32%new13F-HRTimeline
Modera Wealth Management, LLC15,499$790K0.01%+94513F-HRTimeline
Babb Wealth Advisors LLC13,074$666K0.54%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners12,610$642K0.11%+8613F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC12,604$642K0.05%+4,25113F-HRTimeline
DiNuzzo Private Wealth, Inc.12,127$618K0.08%-16813F-HRTimeline
NewEdge Advisors, LLC11,768$599K<0.01%+5,21013F-HRTimeline
HighTower Advisors, LLC10,651$543K<0.01%+1,58513F-HRTimeline
WPWealth LLP10,631$542K0.11%+1,07213F-HRTimeline
HART & PATTERSON FINANCIAL GROUP LLC10,581$539K0.26%+1,09313F-HRTimeline
Private Advisor Group, LLC10,246$522K<0.01%-21913F-HRTimeline
Altiora Financial Group, LLC10,000$509K0.11%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,928$506K0.07%-56213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,495$484K<0.01%+3,00813F-HRTimelineGroup
Rehmann Capital Advisory Group9,409$479K0.03%+1,01113F-HRTimeline
von Borstel & Associates, Inc.9,056$461K0.18%+4,12813F-HRTimeline
Wealth Advisors Northwest LLC8,688$443K0.3%13F-HRTimeline
Cambridge Investment Research Advisors,…8,622$439K<0.01%+1,46313F-HRTimeline
Level Financial Advisors8,504$433K0.16%+1,77613F-HRTimeline
Aerodigm Wealth, LLC8,239$420K0.25%new13F-HRTimeline
Vestment Financial LLC7,593$384K0.29%13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV6,335$323K0.13%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC5,756$293K<0.01%+1,39613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,039$257K<0.01%+12213F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC5,075$255K0.06%+1713F-HRTimeline
Flagstone Financial Management4,959$253K0.08%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,693$239K<0.01%new13F-HRTimelineGroup
Ariadne Wealth Management, LP4,646$238K0.11%new13F-HRTimeline
Stewardship Advisors, LLC4,592$234K0.06%new13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4,437$226K0.13%+47913F-HRTimeline
EnRich Financial Partners LLC4,082$208K0.07%+21213F-HRTimeline
Sprinkle Financial Consultants LLC3,954$201K0.14%+9613F-HRTimeline
JFS WEALTH ADVISORS, LLC3,085$157K0.01%-4413F-HRTimeline
Farther Finance Advisors, LLC2,746$140K0.01%+84513F-HRTimeline
Orion Capital Management LLC2,703$138K0.06%new13F-HRTimeline
Parkworth Wealth Management, Inc.2,501$127K0.11%13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,957$99.7K<0.01%-1113F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,841$93.8K0.01%+4413F-HRTimeline
McIlrath & Eck, LLC946$48.2K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC907$46.2K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC789$40.2K0.02%+1913F-HRTimeline
Glass Jacobson Investment Advisors llc658$33.5K0.01%+1613F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Ruedi Wealth Management, Inc.562$28.6K0.01%013F-HRTimeline
IFP Advisors, Inc491$25K<0.01%+11513F-HRTimeline
GPS Wealth Strategies Group, LLC394$20.1K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp299$15.2K<0.01%+11013F-HRTimeline
UBS Group AGin group UBS Group AG290$14.8K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…200$10.2K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…74$3.77K<0.01%new13F-HRTimelineGroup
Allworth Financial LP61$3.12K<0.01%+113F-HRTimeline
Coston, McIsaac & Partners48$2K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC26$1K<0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$75<0.01%new13F-HR/ATimelineGroup
FMR LLCin group FMR LLC1$51<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.