DFSB DIMENSIONAL ETF TRUST
FollowGLOBAL SUSTAINA (fund)
Filings received so far for Q3 2026: 5 13F filers report a position in DFSB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Shira Ridge Wealth Management | 203,256 | $10.1M | 3.5% | +76,333 | 13F-HRTimeline |
| Apella Capital, LLC | 194,439 | $9.66M | 0.12% | +13,108 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 30,135 | $1.49M | 0.01% | -14,056 | 13F-HRTimeline |
| Sprinkle Financial Consultants LLC | 4,190 | $208K | 0.08% | +57 | 13F-HRTimeline |
| ELEVATION WEALTH PARTNERS, LLC | 899 | $44.5K | 0.01% | +12 | 13F-HRTimeline |