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Disclosery

DFSB DIMENSIONAL ETF TRUST

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GLOBAL SUSTAINA (fund)

111 managers (111 13F filers) reported a position in DFSB shares at 2025-12-31, 9,081,605 shares in all. 9 filers opened a position and 3 filers sold out during the quarter.

Managers
111
13F filers
111
New
9
Added
72
Reduced
7
Sold out
3
Shares held by filers
9,081,605

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC2,430,920$126M12.35%+177,27313F-HRTimeline
MASECO LLP1,715,344$88.8M3.87%+116,41513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV742,208$38.4M0.06%+125,30513F-HRTimeline
Quantum Financial Advisors, LLC515,112$26.7M3%+28,06013F-HRTimeline
Composition Wealth, LLC327,647$17M0.24%-1,51713F-HRTimeline
Simplicity Wealth,LLC254,275$13.2M0.79%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO245,675$12.7M0.01%+24,86613F-HRTimelineGroup
SEEDS INVESTOR LLC230,714$12M2.29%+26,22813F-HRTimeline
Planning Center, Inc.184,211$9.54M0.97%+24,62413F-HRTimeline
Parkshore Wealth Management, Inc.176,848$9.16M3.44%+17,09613F-HRTimeline
Momentous Wealth Management, Inc.173,216$8.97M5.09%+13,38313F-HRTimeline
ProCore Advisors, LLC169,411$8.78M9%13F-HRTimeline
Citrine Capital LLC159,556$8.26M3.84%+13,51613F-HRTimeline
Apella Capital, LLC128,555$6.66M0.13%+19,10613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP120,420$6.24M0.01%+1,23513F-HR/ATimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…92,782$4.81M0.01%+1,74913F-HRTimeline
Allodium Investment Consultants, LLC86,878$4.5M2.28%+2,31613F-HRTimeline
OneDigital Investment Advisors LLC76,643$3.97M0.04%+12,97613F-HRTimeline
Archer Investment Management, LLC71,624$3.71M2%-17,51013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC62,758$3.25M<0.01%-53,17213F-HRTimelineGroup
RAM Investment Partners, LLC59,084$3.06M0.55%+7,51913F-HRTimeline
Betterment LLC55,176$2.86M0.01%+12,97813F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO48,433$2.51M0.33%new13F-HRTimeline
Beacon Pointe Advisors, LLC45,353$2.35M0.02%+32,07313F-HRTimeline
Broadhurst Jeffrey B42,226$2.19M2.27%13F-HRTimeline
LPL Financial LLC41,656$2.16M<0.01%+2,60113F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth41,564$2.15M0.03%-50,86513F-HRTimelineGroup
Vermillion Wealth Management, Inc.29,560$1.53M0.63%+94113F-HRTimeline
Samalin Investment Counsel, LLC27,946$1.45M0.51%+60513F-HRTimeline
Creative Capital Management Investments…26,092$1.35M0.41%+1,27313F-HRTimeline
Tanager Wealth Management LLP25,781$1.34M0.13%013F-HRTimeline
Wheels Up Wealth, Inc.25,069$1.3M1.21%13F-HRTimeline
Babb Wealth Advisors LLC22,953$1.19M0.67%+5,29813F-HRTimeline
Skyline Advisors, Inc.22,790$1.18M0.39%+2,51113F-HRTimeline
CURIO WEALTH, LLC20,789$1.08M0.38%+2,76813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,469$1.01M<0.01%+1,18113F-HRTimeline
Flagstone Financial Management17,887$927K0.24%+89813F-HRTimeline
Strathmore Capital Advisors, Inc.17,468$905K0.3%+31913F-HRTimeline
Wealth Advisors Northwest LLC16,385$849K0.38%+3,54513F-HRTimeline
Mason & Associates Inc15,874$822K0.15%new13F-HRTimeline
Sequoia Financial Advisors, LLC15,456$801K<0.01%+7113F-HRTimeline
BetterWealth, LLC15,363$796K0.18%+71213F-HRTimeline
Rehmann Capital Advisory Group14,426$747K0.04%+86313F-HRTimeline
HighTower Advisors, LLC14,065$729K<0.01%+3,42213F-HRTimeline
McCartney Wealth Management LLC13,959$723K0.62%13F-HRTimeline
Cambridge Investment Research Advisors,…13,744$712K<0.01%+66013F-HRTimeline
Krilogy Financial LLC13,578$707K0.02%+813F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners13,493$699K0.09%+87713F-HRTimelineGroup
Geometric Wealth Advisors13,233$685K0.09%+30813F-HRTimeline
Aerodigm Wealth, LLC13,214$684K0.26%+5,07013F-HR/ATimeline
Modera Wealth Management, LLC13,196$684K0.01%013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.13,116$679K0.07%13F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …12,780$662K0.62%13F-HRTimeline
Vise Technologies, Inc.12,529$649K0.01%new13F-HRTimeline
Vestment Financial LLC11,581$603K0.31%+1,52313F-HRTimeline
WPWealth LLP11,457$593K0.09%+32213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.11,211$581K<0.01%013F-HRTimelineGroup
Private Advisor Group, LLC10,991$569K<0.01%+14413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,829$561K0.06%+89213F-HRTimeline
DiNuzzo Private Wealth, Inc.10,481$543K0.06%+25913F-HRTimeline
Level Financial Advisors10,019$519K0.14%+1,39513F-HRTimeline
von Borstel & Associates, Inc.9,432$488K0.11%+1,43513F-HRTimeline
M. Kulyk & Associates, LLC9,144$474K0.09%+4,77413F-HRTimeline
NewEdge Advisors, LLC9,113$472K<0.01%+7913F-HRTimeline
Root Financial Partners, LLC8,884$460K0.02%+3,09913F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,862$459K<0.01%+2,16913F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC8,543$443K0.06%+37913F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,048$417K0.01%new13F-HRTimeline
Aspen Capital Management, LLC7,939$411K0.1%-1,93013F-HRTimeline
Ballast Rock Private Wealth LLC7,794$404K0.25%13F-HRTimeline
Shore Point Advisors, LLC7,586$393K0.17%+16513F-HRTimeline
Avise Financial Cooperative, Inc.7,458$386K0.35%13F-HRTimeline
SAX WEALTH ADVISORS, LLC7,366$382K0.02%+1,71213F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,063$369K0.14%+30413F-HRTimeline
XY Planning Network, Inc.7,053$365K0.06%013F-HRTimeline
Summit Wealth Group, LLC6,928$359K0.08%-1,07813F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,831$354K0.16%+33613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,765$350K0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning6,709$348K<0.01%+79513F-HRTimelineGroup
Stewardship Advisors, LLC6,702$347K0.08%+42113F-HRTimeline
Farther Finance Advisors, LLC5,761$298K<0.01%+1,80613F-HRTimeline
Legacy Financial Advisors, Inc.5,673$294K0.04%+94913F-HRTimeline
Greenspring Advisors, LLC4,859$252K0.02%+19813F-HRTimeline
Financial Plan, Inc.4,839$251K0.03%13F-HRTimeline
Ariadne Wealth Management, LP4,655$244K0.1%+13113F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…4,458$231K0.03%13F-HRTimeline
Long Island Wealth Management, Inc.4,374$227K0.11%new13F-HRTimeline
EnRich Financial Partners LLC4,093$212K0.06%013F-HRTimeline
Sprinkle Financial Consultants LLC4,091$212K0.11%+13113F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,980$206K<0.01%+3,01013F-HRTimelineGroup
Rossby Financial, LCC3,796$197K0.06%+23113F-HRTimeline
Washington Trust Advisors, Inc.3,575$185K0.01%+11413F-HRTimeline
Signature Resources Capital Management,…3,344$173K0.09%+59813F-HRTimeline
JFS WEALTH ADVISORS, LLC3,112$161K0.01%+2713F-HRTimeline
Coston, McIsaac & Partners3,044$157K0.04%-11913F-HRTimeline
Orion Capital Management LLC2,293$119K0.04%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,139$111K0.01%+29413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,755$90.9K<0.01%new13F-HRTimelineGroup
Glass Jacobson Investment Advisors llc1,337$69.3K0.02%+13513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,305$67.6K<0.01%013F-HRTimelineGroup
PINNEY & SCOFIELD, INC.1,299$67.3K0.04%new13F-HRTimeline
McIlrath & Eck, LLC946$49K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC907$47K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC877$45.5K0.02%+2813F-HRTimeline
IFP Advisors, Inc582$30.1K<0.01%+11713F-HRTimeline
JNBA Financial Advisors474$24.6K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp299$15.5K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$10.4K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO156$8.08K<0.01%+613F-HRTimelineGroup
Allworth Financial LP63$3.28K<0.01%+213F-HRTimeline
CWM, LLCin group CWM, LLC26$1K<0.01%013F-HRTimelineGroup