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Disclosery

DFSB DIMENSIONAL ETF TRUST

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GLOBAL SUSTAINA (fund)

93 managers (94 13F filers) reported a position in DFSB shares at 2025-06-30, 6,689,616 shares in all. 7 filers opened a position and 8 filers sold out during the quarter.

Managers
93
13F filers
94
New
7
Added
39
Reduced
24
Sold out
8
Shares held by filers
6,689,616

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC2,098,846$110M16.8%+6,45913F-HRTimeline
MASECO LLP1,455,542$76.3M2.9%13F-HRTimeline
Quantum Financial Advisors, LLC453,561$23.8M3.22%-2,67613F-HRTimeline
Blue Oak Capital, LLC334,101$17.5M9.2%+16,04013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO190,988$10M0.01%+16,48213F-HRTimelineGroup
SEEDS INVESTOR LLC186,511$9.78M2.3%-10,11413F-HRTimeline
Planning Center, Inc.158,678$8.32M0.92%+11,45013F-HRTimeline
Momentous Wealth Management, Inc.157,566$8.26M5.34%+11,51313F-HRTimeline
Citrine Capital LLC142,320$7.46M3.96%+7,15213F-HRTimeline
Parkshore Wealth Management, Inc.128,462$6.74M3.29%+38,87513F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP104,855$5.5M0.01%-22,61713F-HR/ATimelineGroup
Archer Investment Management, LLC86,640$4.54M3.3%+1,33413F-HRTimeline
Apella Capital, LLC85,659$4.47M0.12%+7,01913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…83,531$4.37M0.01%+2,68113F-HRTimeline
Allodium Investment Consultants, LLC76,109$3.99M2.53%+10,24613F-HRTimeline
OneDigital Investment Advisors LLC53,802$2.82M0.03%-9,30313F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth52,613$2.76M0.04%+5,28413F-HRTimelineGroup
RAM Investment Partners, LLC48,932$2.57M0.54%+8,50413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV43,206$2.27M0.01%+38,24813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC36,919$1.94M<0.01%+29,09513F-HRTimelineGroup
SUMMIT WEALTH GROUP LLC / CO36,406$1.91M0.48%13F-HRTimeline
LPL Financial LLC36,286$1.9M<0.01%+6,28213F-HRTimeline
Cambridge Investment Research Advisors,…33,096$1.74M0.01%+20,56813F-HRTimeline
Betterment LLC29,362$1.54M<0.01%-70413F-HRTimeline
Samalin Investment Counsel, LLC26,248$1.38M0.53%-4,24413F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding25,232$1.32M+12,616Timeline
Creative Capital Management Investments…24,610$1.29M0.46%013F-HRTimeline
Vermillion Wealth Management, Inc.23,901$1.25M0.6%-2,93513F-HRTimeline
Tanager Wealth Management LLP23,726$1.24M0.15%+32113F-HRTimeline
Skyline Advisors, Inc.19,858$1.04M0.38%+1,38913F-HRTimeline
CURIO WEALTH, LLC17,920$940K0.41%+17,91013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,730$930K<0.01%-37,82613F-HRTimeline
Babb Wealth Advisors LLC17,649$925K0.68%-14813F-HRTimeline
Strathmore Capital Advisors, Inc.17,149$896K0.4%13F-HRTimeline
RW Investment Management LLC14,204$745K0.08%013F-HRTimeline
BetterWealth, LLC14,131$741K0.19%+58413F-HRTimeline
Sequoia Financial Advisors, LLC13,922$730K0.01%+21313F-HRTimeline
Modera Wealth Management, LLC13,212$693K0.01%+913F-HRTimeline
Flagstone Financial Management12,470$654K0.19%+3,56113F-HRTimeline
NewEdge Advisors, LLC11,821$620K<0.01%-10613F-HRTimeline
DiNuzzo Private Wealth, Inc.11,387$597K0.07%-88513F-HRTimeline
Geometric Wealth Advisors11,280$591K0.09%-43213F-HRTimeline
WPWealth LLP11,135$584K0.11%-59813F-HRTimeline
Private Advisor Group, LLC10,752$564K<0.01%+36513F-HRTimeline
HighTower Advisors, LLC10,654$559K<0.01%013F-HRTimeline
Wealth Advisors Northwest LLC10,611$556K0.29%+35413F-HRTimeline
Aspen Capital Management, LLC10,237$537K0.15%+5,72913F-HRTimeline
Altiora Financial Group, LLC10,000$524K0.1%013F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,937$521K0.06%013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.9,616$504K<0.01%+2,38813F-HR/ATimelineGroup
Rehmann Capital Advisory Group9,494$498K0.03%-1113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,442$495K<0.01%+2,94413F-HRTimelineGroup
Vestment Financial LLC9,031$473K0.3%+1,61313F-HRTimeline
Level Financial Advisors8,241$432K0.13%-59313F-HRTimeline
Aerodigm Wealth, LLC8,142$427K0.2%-9713F-HRTimeline
Summit Wealth Group, LLC8,060$423K0.11%+3,28013F-HRTimeline
von Borstel & Associates, Inc.7,473$394K0.1%+18813F-HRTimeline
Shore Point Advisors, LLC7,083$371K0.18%-92413F-HRTimeline
XY Planning Network, Inc.7,053$370K0.13%new13F-HRTimeline
OLD MISSION CAPITAL LLC6,977$366K0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,765$355K0.01%013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV6,733$354K0.17%+813F-HRTimeline
Creative Planningin group Creative Planning5,914$310K<0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC5,503$289K0.02%-2,54613F-HRTimeline
Stewardship Advisors, LLC5,377$282K0.07%+13213F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC5,277$277K0.05%+1313F-HRTimeline
M. Kulyk & Associates, LLC5,122$269K0.06%new13F-HRTimeline
Legacy Financial Advisors, Inc.4,724$248K0.04%+45013F-HRTimeline
Ariadne Wealth Management, LP4,522$239K0.11%-12513F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC4,545$238K0.12%+10813F-HRTimeline
LexAurum Advisors, LLC4,264$224K0.04%+12613F-HRTimeline
EnRich Financial Partners LLC4,075$214K0.07%-1113F-HRTimeline
Sprinkle Financial Consultants LLC3,960$208K0.13%013F-HRTimeline
Farther Finance Advisors, LLC3,955$207K<0.01%-79513F-HRTimeline
Root Financial Partners, LLC3,902$205K0.02%new13F-HRTimeline
Coston, McIsaac & Partners3,160$165K0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC3,085$162K0.01%013F-HRTimeline
Parkworth Wealth Management, Inc.2,506$131K0.09%013F-HRTimeline
Orion Capital Management LLC2,293$120K0.05%-1513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,901$99.7K<0.01%-78113F-HRTimelineGroup
CARDIFF PARK ADVISORS, LLC1,845$96.7K0.01%013F-HRTimeline
McIlrath & Eck, LLC946$49.6K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC907$47.6K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC849$44.5K0.02%013F-HRTimeline
Signature Resources Capital Management,…815$42.7K0.03%new13F-HRTimeline
Glass Jacobson Investment Advisors llc659$34.5K0.01%+113F-HRTimeline
GPS Wealth Strategies Group, LLC563$29.5K<0.01%013F-HRTimeline
IFP Advisors, Inc484$25.4K<0.01%-1313F-HRTimeline
SYM FINANCIAL Corp299$15.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$10.5K<0.01%013F-HRTimeline
Allworth Financial LP61$3.21K<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.