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Disclosery

DFSB DIMENSIONAL ETF TRUST

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GLOBAL SUSTAINA (fund)

93 managers (93 13F filers) reported a position in DFSB shares at 2025-03-31, 5,575,498 shares in all. 15 filers opened a position and 8 filers sold out during the quarter.

Managers
93
13F filers
93
New
15
Added
50
Reduced
13
Sold out
8
Shares held by filers
5,575,498

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC2,092,387$108M16.21%+13,02013F-HRTimeline
Quantum Financial Advisors, LLC456,237$23.5M3.5%+58,88813F-HRTimeline
Blue Oak Capital, LLC318,061$16.4M9.04%+24,43113F-HRTimeline
Passive Capital Management, LLC.376,440$12.6M3.98%new13F-HRTimeline
SEEDS INVESTOR LLC196,625$10.1M2.84%-16,28513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC175,533$9.04M<0.01%new13F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO174,506$8.99M0.01%+32,36313F-HR/ATimelineGroup
Planning Center, Inc.147,228$7.58M0.9%new13F-HRTimeline
Momentous Wealth Management, Inc.146,053$7.52M5.32%+8,89813F-HRTimeline
Citrine Capital LLC135,168$6.96M4.36%-1,17613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP127,472$6.56M0.01%+21,23313F-HRTimelineGroup
Parkshore Wealth Management, Inc.89,587$4.61M2.68%+30,63513F-HRTimeline
Archer Investment Management, LLC85,306$4.39M3.04%-3,97513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…80,850$4.16M0.01%+5,83013F-HRTimeline
Apella Capital, LLC78,640$4.01M0.14%+11,36313F-HRTimeline
Allodium Investment Consultants, LLC65,863$3.39M2.5%+14,22213F-HRTimeline
OneDigital Investment Advisors LLC63,105$3.25M0.04%+14,43213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC55,556$2.86M<0.01%+1,27213F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth47,329$2.44M0.04%+6,43213F-HRTimelineGroup
RAM Investment Partners, LLC40,428$2.08M0.51%+1,51513F-HRTimeline
Samalin Investment Counsel, LLC30,492$1.57M0.64%+13013F-HRTimeline
Betterment LLC30,066$1.55M<0.01%+57813F-HRTimeline
LPL Financial LLC30,004$1.55M<0.01%+5,68413F-HRTimeline
Vermillion Wealth Management, Inc.26,836$1.38M0.41%+4613F-HRTimeline
Creative Capital Management Investments…24,610$1.27M0.49%+1,59513F-HRTimeline
Tanager Wealth Management LLP23,405$1.21M0.16%+86913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,937$1.13M<0.01%-20,59313F-HR/ATimelineGroup
Skyline Advisors, Inc.18,469$951K0.37%+2,45413F-HRTimeline
Babb Wealth Advisors LLC17,797$917K0.73%+4,72313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC15,237$785K0.04%new13F-HRTimelineGroup
RW Investment Management LLC14,204$732K0.09%-4,54113F-HRTimeline
Sequoia Financial Advisors, LLC13,709$706K0.01%new13F-HRTimeline
BetterWealth, LLC13,547$698K0.2%-3,60713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC13,210$680K<0.01%new13F-HR/ATimelineGroup
Modera Wealth Management, LLC13,203$680K0.01%-2,29613F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners12,616$650K0.11%+613F-HRTimelineGroup
Cambridge Investment Research Advisors,…12,528$645K<0.01%+3,90613F-HRTimeline
DiNuzzo Private Wealth, Inc.12,272$632K0.08%+14513F-HRTimeline
NewEdge Advisors, LLC11,927$614K<0.01%+15913F-HRTimeline
WPWealth LLP11,733$604K0.12%+1,10213F-HRTimeline
Geometric Wealth Advisors11,712$603K0.1%new13F-HRTimeline
HighTower Advisors, LLC10,654$549K<0.01%+313F-HRTimeline
Private Advisor Group, LLC10,387$535K<0.01%+14113F-HRTimeline
Wealth Advisors Northwest LLC10,257$528K0.33%+1,56913F-HRTimeline
Altiora Financial Group, LLC10,000$515K0.11%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,937$512K0.07%+913F-HRTimeline
Rehmann Capital Advisory Group9,505$490K0.03%+9613F-HRTimeline
Flagstone Financial Management8,909$459K0.15%+3,95013F-HRTimeline
Level Financial Advisors8,834$455K0.15%+33013F-HRTimeline
Aerodigm Wealth, LLC8,239$424K0.24%013F-HRTimeline
SAX WEALTH ADVISORS, LLC8,049$415K0.03%-4,55513F-HRTimeline
Shore Point Advisors, LLC8,007$412K0.22%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC7,824$403K<0.01%+2,06813F-HRTimelineGroup
Vestment Financial LLC7,418$383K0.27%-17513F-HRTimeline
von Borstel & Associates, Inc.7,285$375K0.11%-1,77113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,228$372K<0.01%new13F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,765$348K0.01%new13F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV6,725$343K0.18%+39013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,498$335K<0.01%-2,99713F-HRTimelineGroup
Stewardship Advisors, LLC5,245$270K0.07%+65313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,264$268K0.06%+18913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,178$267K<0.01%+48513F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC5,039$261K<0.01%013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV4,958$255K<0.01%new13F-HRTimeline
Summit Wealth Group, LLC4,780$246K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC4,750$245K0.01%+2,00413F-HRTimeline
Greenspring Advisors, LLC4,661$240K0.06%new13F-HRTimeline
Ariadne Wealth Management, LP4,647$239K0.12%+113F-HRTimeline
Aspen Capital Management, LLC4,508$232K0.07%13F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4,437$229K0.13%013F-HRTimeline
Legacy Financial Advisors, Inc.4,274$220K0.04%new13F-HRTimeline
LexAurum Advisors, LLC4,138$213K0.04%new13F-HRTimeline
EnRich Financial Partners LLC4,086$210K0.07%+413F-HRTimeline
Sprinkle Financial Consultants LLC3,960$204K0.13%+613F-HRTimeline
Coston, McIsaac & Partners3,160$162K0.05%+3,11213F-HRTimeline
JFS WEALTH ADVISORS, LLC3,085$159K0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,682$138K<0.01%+72513F-HRTimelineGroup
Parkworth Wealth Management, Inc.2,506$129K0.1%+513F-HRTimeline
Orion Capital Management LLC2,308$119K0.05%-39513F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,845$95K0.01%+413F-HRTimeline
McIlrath & Eck, LLC946$48.7K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC907$46.7K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC849$43.7K0.02%+6013F-HRTimeline
Glass Jacobson Investment Advisors llc658$33.5K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC563$29K<0.01%+16913F-HRTimeline
Ruedi Wealth Management, Inc.562$28.9K0.01%013F-HRTimeline
IFP Advisors, Inc497$25.6K<0.01%+613F-HRTimeline
SYM FINANCIAL Corp299$15.4K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$10.3K<0.01%013F-HRTimeline
Allworth Financial LP61$3.16K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC26$1K<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC10$853K-16,74313F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.