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Disclosery

DFSB DIMENSIONAL ETF TRUST

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GLOBAL SUSTAINA (fund)

96 managers (96 13F filers) reported a position in DFSB shares at 2025-09-30, 7,901,233 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
96
13F filers
96
New
9
Added
53
Reduced
13
Sold out
5
Shares held by filers
7,901,233

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC2,253,647$120M17.27%+154,80113F-HRTimeline
MASECO LLP1,598,929$85.2M4.13%+143,38713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV616,903$32.9M0.05%+573,69713F-HRTimeline
Quantum Financial Advisors, LLC487,052$25.9M3.16%+33,49113F-HRTimeline
Composition Wealth, LLC329,164$17.5M0.26%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO220,809$11.8M0.01%+29,82113F-HRTimelineGroup
SEEDS INVESTOR LLC204,486$10.9M2.3%+17,97513F-HRTimeline
Momentous Wealth Management, Inc.159,833$8.51M5.4%+2,26713F-HRTimeline
Parkshore Wealth Management, Inc.159,752$8.51M3.47%+31,29013F-HRTimeline
Planning Center, Inc.159,587$8.5M0.89%+90913F-HRTimeline
Citrine Capital LLC146,040$7.78M3.6%+3,72013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP119,185$6.35M0.01%+14,33013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC115,930$6.18M0.01%new13F-HRTimelineGroup
Apella Capital, LLC109,449$5.89M0.13%+23,79013F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth92,429$4.9M0.06%+39,81613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…91,033$4.86M0.01%+7,50213F-HRTimeline
Archer Investment Management, LLC89,134$4.75M2.92%+2,49413F-HRTimeline
Allodium Investment Consultants, LLC84,562$4.5M2.54%+8,45313F-HRTimeline
OneDigital Investment Advisors LLC63,667$3.39M0.03%+9,86513F-HRTimeline
RAM Investment Partners, LLC51,565$2.75M0.52%+2,63313F-HRTimeline
Betterment LLC42,198$2.25M<0.01%+12,83613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC41,277$2.2M<0.01%new13F-HRTimelineGroup
LPL Financial LLC39,055$2.08M<0.01%+2,76913F-HRTimeline
Vermillion Wealth Management, Inc.28,619$1.52M0.41%+4,71813F-HRTimeline
Samalin Investment Counsel, LLC27,341$1.46M0.5%+1,09313F-HRTimeline
Tanager Wealth Management LLP25,781$1.37M0.14%+2,05513F-HRTimeline
Creative Capital Management Investments…24,819$1.32M0.42%+20913F-HRTimeline
Skyline Advisors, Inc.20,279$1.08M0.37%+42113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC18,288$974K<0.01%+55813F-HRTimeline
CURIO WEALTH, LLC18,021$960K0.39%+10113F-HRTimeline
Babb Wealth Advisors LLC17,655$940K0.61%+613F-HRTimeline
Strathmore Capital Advisors, Inc.17,149$914K0.37%013F-HRTimeline
Flagstone Financial Management16,989$905K0.24%+4,51913F-HRTimeline
Sequoia Financial Advisors, LLC15,385$820K<0.01%+1,46313F-HRTimeline
BetterWealth, LLC14,651$780K0.19%+52013F-HRTimeline
RW Investment Management LLC14,647$780K0.08%+44313F-HRTimeline
Rehmann Capital Advisory Group13,563$723K0.04%+4,06913F-HRTimeline
Krilogy Financial LLC13,570$717K0.03%new13F-HRTimeline
Beacon Pointe Advisors, LLC13,280$707K0.01%new13F-HRTimeline
Modera Wealth Management, LLC13,196$703K0.01%-1613F-HRTimeline
Cambridge Investment Research Advisors,…13,084$697K<0.01%-20,01213F-HRTimeline
Geometric Wealth Advisors12,925$689K0.09%+1,64513F-HRTimeline
Wealth Advisors Northwest LLC12,840$684K0.33%+2,22913F-HRTimeline
Concord Wealth Partnersgroup of 2 filers holding12,616$672K-12,616Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,211$597K<0.01%+1,59513F-HRTimelineGroup
WPWealth LLP11,135$593K0.1%013F-HRTimeline
Private Advisor Group, LLC10,847$578K<0.01%+9513F-HRTimeline
HighTower Advisors, LLC10,643$567K<0.01%-1113F-HRTimeline
DiNuzzo Private Wealth, Inc.10,222$538K0.06%-1,16513F-HRTimeline
Vestment Financial LLC10,058$537K0.31%+1,02713F-HRTimeline
CAHILL FINANCIAL ADVISORS INC9,937$529K0.06%013F-HRTimeline
Aspen Capital Management, LLC9,869$526K0.13%-36813F-HRTimeline
NewEdge Advisors, LLC9,034$481K<0.01%-2,78713F-HRTimeline
Level Financial Advisors8,624$459K0.13%+38313F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,164$435K0.07%+2,88713F-HRTimeline
Aerodigm Wealth, LLC8,144$434K0.18%+213F-HRTimeline
Summit Wealth Group, LLC8,006$426K0.1%-5413F-HRTimeline
von Borstel & Associates, Inc.7,997$423K0.06%+52413F-HRTimeline
Shore Point Advisors, LLC7,421$395K0.17%+33813F-HRTimeline
XY Planning Network, Inc.7,053$370K0.13%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,765$360K0.01%013F-HRTimelineGroup
COMPASS CAPITAL CORP /MA/ /ADV6,759$359K0.16%+2613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC6,693$357K<0.01%-2,74913F-HRTimelineGroup
GRAND WEALTH MANAGEMENT, LLC6,495$346K0.17%+1,95013F-HRTimeline
Stewardship Advisors, LLC6,281$335K0.08%+90413F-HRTimeline
Creative Planningin group Creative Planning5,914$315K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC5,785$308K0.02%+1,88313F-HRTimeline
SAX WEALTH ADVISORS, LLC5,654$301K0.02%+15113F-HRTimeline
Legacy Financial Advisors, Inc.4,724$252K0.03%013F-HRTimeline
Greenspring Advisors, LLC4,661$248K0.04%13F-HRTimeline
Ariadne Wealth Management, LP4,524$240K0.11%+213F-HRTimeline
M. Kulyk & Associates, LLC4,370$233K0.05%-75213F-HRTimeline
EnRich Financial Partners LLC4,093$218K0.06%+1813F-HRTimeline
Sprinkle Financial Consultants LLC3,960$211K0.12%013F-HRTimeline
Farther Finance Advisors, LLC3,955$211K<0.01%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC3,878$207K<0.01%-33,04113F-HRTimelineGroup
Rossby Financial, LCC3,565$190K0.06%new13F-HRTimeline
Washington Trust Advisors, Inc.3,461$184K0.01%new13F-HRTimeline
Coston, McIsaac & Partners3,163$168K0.04%+313F-HRTimeline
JFS WEALTH ADVISORS, LLC3,085$164K0.01%013F-HRTimeline
Signature Resources Capital Management,…2,746$146K0.08%+1,93113F-HRTimeline
Orion Capital Management LLC2,293$122K0.04%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC1,845$98.3K0.01%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,305$69.5K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,202$64K0.02%+54313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA970$52K<0.01%new13F-HRTimelineGroup
McIlrath & Eck, LLC946$50.4K0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC907$48.3K0.04%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC849$45.3K0.02%013F-HR/ATimeline
IFP Advisors, Inc465$24.8K<0.01%-1913F-HR/ATimeline
GPS Wealth Strategies Group, LLC435$23.2K<0.01%-12813F-HRTimeline
SYM FINANCIAL Corp299$15.9K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$10.7K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO150$7.99K<0.01%-1,75113F-HR/ATimelineGroup
Allworth Financial LP61$3.27K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC26$1K<0.01%013F-HRTimelineGroup