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Disclosery

DFSB DIMENSIONAL ETF TRUST

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GLOBAL SUSTAINA (fund)

119 managers (119 13F filers) reported a position in DFSB shares at 2026-03-31, 9,602,238 shares in all. 10 filers opened a position and 4 filers sold out during the quarter.

Managers
119
13F filers
119
New
10
Added
64
Reduced
13
Sold out
4
Shares held by filers
9,602,238

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC2,610,181$135M12.33%+179,26113F-HRTimeline
MASECO LLP1,856,701$96M3.01%+141,35713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV841,677$43.6M0.06%+99,46913F-HRTimeline
Quantum Financial Advisors, LLC526,362$27.2M3.06%+11,25013F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO261,136$13.5M0.01%+15,46113F-HRTimelineGroup
SEEDS INVESTOR LLC256,943$13.4M1.83%+26,22913F-HRTimeline
Simplicity Wealth,LLC251,974$13M0.74%-2,30113F-HRTimeline
Composition Wealth, LLC245,066$12.7M0.17%-82,58113F-HRTimeline
Parkshore Wealth Management, Inc.216,430$11.2M3.74%+39,58213F-HRTimeline
Planning Center, Inc.188,959$9.78M0.99%+4,74813F-HRTimeline
Momentous Wealth Management, Inc.184,145$9.53M5.44%+10,92913F-HRTimeline
Citrine Capital LLC165,210$8.55M3.71%+5,65413F-HRTimeline
Apella Capital, LLC159,046$8.31M0.12%+30,49113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP125,547$6.5M0.01%+5,12713F-HRTimelineGroup
Allodium Investment Consultants, LLC104,718$5.42M2.59%+17,84013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…94,666$4.91M0.01%+1,88413F-HRTimeline
Beacon Pointe Advisors, LLC88,898$4.6M0.02%+43,54513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth81,092$4.2M0.04%+39,52813F-HRTimelineGroup
OneDigital Investment Advisors LLC77,360$4M0.04%+71713F-HRTimeline
RAM Investment Partners, LLC62,797$3.25M0.57%+3,71313F-HRTimeline
Betterment LLC58,369$3.02M0.01%+3,19313F-HRTimeline
SUMMIT WEALTH GROUP LLC / CO49,498$2.56M0.27%+1,06513F-HRTimeline
LPL Financial LLC48,492$2.51M<0.01%+6,83613F-HRTimeline
Farther Finance Advisors, LLC46,704$2.42M0.02%+40,94313F-HRTimeline
Broadhurst Jeffrey B44,869$2.32M2.38%+2,64313F-HRTimeline
AA Financial Advisors, LLC42,789$2.21M0.31%new13F-HRTimeline
Vermillion Wealth Management, Inc.29,560$1.53M0.61%013F-HRTimeline
Wheels Up Wealth, Inc.27,707$1.43M1.35%+2,63813F-HRTimeline
Samalin Investment Counsel, LLC27,094$1.4M0.5%-85213F-HRTimeline
Creative Capital Management Investments…26,629$1.38M0.4%+53713F-HRTimeline
Sequoia Financial Advisors, LLC26,211$1.36M0.01%+10,75513F-HRTimeline
Tanager Wealth Management LLP25,926$1.34M0.13%+14513F-HRTimeline
Babb Wealth Advisors LLC25,315$1.31M0.72%+2,36213F-HRTimeline
RW Investment Management LLC22,208$1.15M0.11%13F-HRTimeline
CURIO WEALTH, LLC20,814$1.08M0.37%+2513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC20,356$1.05M<0.01%+88713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.19,885$1.03M<0.01%+8,67413F-HRTimelineGroup
HighTower Advisors, LLC19,401$1M<0.01%+5,33613F-HRTimeline
Cambridge Investment Research Advisors,…18,844$975K<0.01%+5,10013F-HRTimeline
Root Financial Partners, LLC18,087$936K0.04%+9,20313F-HRTimeline
Strathmore Capital Advisors, Inc.17,468$911K0.26%013F-HRTimeline
Wealth Advisors Northwest LLC17,538$907K0.38%+1,15313F-HRTimeline
von Borstel & Associates, Inc.17,201$890K0.2%+7,76913F-HRTimeline
Flagstone Financial Management17,130$886K0.22%-75713F-HRTimeline
Skyline Advisors, Inc.16,851$872K0.3%-5,93913F-HRTimeline
Mason & Associates Inc15,890$818K0.16%+1613F-HRTimeline
BetterWealth, LLC15,656$810K0.16%+29313F-HRTimeline
Rehmann Capital Advisory Group14,426$746K0.04%013F-HRTimeline
PROFESSIONAL FINANCIAL SOLUTIONS LLC …14,290$739K0.66%+1,51013F-HRTimeline
McCartney Wealth Management LLC13,959$722K0.61%013F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC13,717$710K0.03%new13F-HRTimelineGroup
Krilogy Financial LLC13,634$709K0.02%+5613F-HRTimeline
Modera Wealth Management, LLC13,216$684K0.01%+2013F-HRTimeline
Aerodigm Wealth, LLC13,214$684K0.26%013F-HRTimeline
Petersen Hastings Wealth Advisors Inc.13,016$673K0.06%-10013F-HRTimeline
Vise Technologies, Inc.12,529$649K0.01%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,087$625K<0.01%-50,67113F-HRTimelineGroup
Concord Wealth Partnersin group Concord Wealth Partners11,952$618K0.08%-1,54113F-HRTimelineGroup
Geometric Wealth Advisors11,862$614K0.08%-1,37113F-HRTimeline
WPWealth LLP11,458$593K0.09%+113F-HRTimeline
Vestment Financial LLC11,192$585K0.28%-38913F-HRTimeline
Private Advisor Group, LLC11,025$570K<0.01%+3413F-HRTimeline
CAHILL FINANCIAL ADVISORS INC10,829$560K0.06%013F-HRTimeline
DiNuzzo Private Wealth, Inc.10,628$550K0.06%+14713F-HRTimeline
Level Financial Advisors10,059$520K0.13%+4013F-HRTimeline
Clarity Asset Management, Inc.9,620$498K0.25%new13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,400$486K<0.01%+53813F-HRTimelineGroup
M. Kulyk & Associates, LLC9,281$480K0.09%+13713F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC9,111$471K0.06%+56813F-HRTimeline
NewEdge Advisors, LLC8,887$460K<0.01%-22613F-HR/ATimeline
Rossby Financial, LCC8,660$448K0.09%+4,86413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP8,316$430K0.01%+26813F-HRTimeline
Aspen Capital Management, LLC7,939$411K0.1%013F-HRTimeline
Shore Point Advisors, LLC7,868$407K0.16%+28213F-HRTimeline
Ballast Rock Private Wealth LLC7,794$403K0.22%013F-HRTimeline
Fortis Capital Management LLC7,586$393K0.05%new13F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV7,456$388K0.14%+39313F-HRTimeline
SAX WEALTH ADVISORS, LLC7,366$382K0.02%013F-HRTimeline
XY Planning Network, Inc.7,053$365K0.06%013F-HRTimeline
Stewardship Advisors, LLC7,055$365K0.08%+35313F-HRTimeline
GRAND WEALTH MANAGEMENT, LLC6,984$361K0.17%+15313F-HRTimeline
Summit Wealth Group, LLC6,928$358K0.08%013F-HRTimeline
Financial Plan, Inc.6,902$357K0.04%+2,06313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,765$350K0.01%013F-HRTimelineGroup
Creative Planningin group Creative Planning5,990$310K<0.01%-71913F-HRTimelineGroup
Legacy Financial Advisors, Inc.5,715$296K0.04%+4213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA5,702$295K<0.01%+1,72213F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS5,600$290K0.26%13F-HRTimeline
Greenspring Advisors, LLC5,157$267K0.02%+29813F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC4,876$252K<0.01%new13F-HRTimelineGroup
Verisail Partners, LLC4,869$252K0.1%new13F-HRTimeline
Ariadne Wealth Management, LP4,655$241K0.11%013F-HRTimeline
MLG Wealth Management DBA Pine Grove Fi…4,458$231K0.03%013F-HRTimeline
Long Island Wealth Management, Inc.4,374$226K0.1%013F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,315$223K<0.01%new13F-HRTimelineGroup
Signature Resources Capital Management,…4,186$217K0.1%+84213F-HRTimeline
EnRich Financial Partners LLC4,093$212K0.06%013F-HRTimeline
Sprinkle Financial Consultants LLC4,091$212K0.1%013F-HRTimeline
Washington Trust Advisors, Inc.3,575$185K0.01%013F-HRTimeline
Coston, McIsaac & Partners3,521$182K0.04%+47713F-HRTimeline
JFS WEALTH ADVISORS, LLC3,112$161K0.01%013F-HRTimeline
CARDIFF PARK ADVISORS, LLC2,139$111K0.01%013F-HRTimeline
Orion Capital Management LLC2,043$106K0.04%-25013F-HRTimeline
PINNEY & SCOFIELD, INC.1,464$75.7K0.04%+16513F-HRTimeline
Glass Jacobson Investment Advisors llc1,337$69.2K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,305$67.5K<0.01%013F-HRTimelineGroup
McIlrath & Eck, LLC946$48.9K<0.01%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC907$46.9K0.03%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC877$45.4K0.02%013F-HRTimeline
HARBOUR INVESTMENTS, INC.836$43.3K<0.01%new13F-HRTimeline
SYM FINANCIAL Corp682$35.3K<0.01%+38313F-HRTimeline
IFP Advisors, Inc636$32.9K<0.01%+5413F-HRTimeline
JNBA Financial Advisors474$24.6K<0.01%013F-HRTimeline
Burk Holdings LLC296$15.3K0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…200$10.3K<0.01%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO161$8.28K<0.01%+513F-HR/ATimelineGroup
Advisory Services Network, LLC93$4.81K<0.01%new13F-HRTimeline
Allworth Financial LP63$3.28K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC26$1.34K<0.01%013F-HRTimelineGroup