DFSB

Dimensional - Global Sustainability Fixed Income ETF
$51.60-0.31 (-0.59%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.4309201715344744e+257B

Total Value

$1.2592188820380002e+184T

% of Float

Price History

$50.20$51.10$52.01$52.91$53.82Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Abacus Wealth Partners, LLC2,430,920$125.9M12.35%Share
2MASECO LLP1,715,344$88.8M3.87%Share
3MERCER GLOBAL ADVISORS INC /ADV742,208$38.0M0.06%Share
4Quantum Financial Advisors, LLC515,112$26.7M3.00%Share
5Composition Wealth, LLC327,647$17.0M0.24%Share
6Simplicity Wealth,LLC254,275$13.2M0.79%Share
7SEI INVESTMENTS CO245,675$12.0M0.01%Share
8SEEDS INVESTOR LLC230,714$11.9M2.29%Share
9Planning Center, Inc.184,211$9.5M0.97%Share
10Parkshore Wealth Management, Inc.176,848$9.2M3.44%Share
11Momentous Wealth Management, Inc.173,216$9.0M5.09%Share
12ProCore Advisors, LLC169,411$8.8M9.00%Share
13Citrine Capital LLC159,556$8.3M3.84%Share
14Apella Capital, LLC128,555$6.7M0.13%Share
15Corient Private Wealth LLC120,420$6.2M0.01%Share
16WEALTH ENHANCEMENT ADVISORY SERVICES, LLC92,782$4.8M0.01%Share
17Allodium Investment Consultants, LLC86,878$4.5M2.28%Share
18Archer Investment Management, LLC71,624$3.7M2.00%Share
19RAM Investment Partners, LLC59,084$3.1M0.55%Share
20OneDigital Investment Advisors LLC76,643$3.0M0.03%Share
21JANE STREET GROUP, LLC62,758$3.0M0.00%Share
22Betterment LLC55,176$2.9M0.01%Share
23SUMMIT WEALTH GROUP LLC / CO48,433$2.5M0.33%Share
24Focus Partners Advisor Solutions, LLC41,564$2.0M0.02%Share
25Beacon Pointe Advisors, LLC45,353$2.0M0.01%Share
26LPL Financial LLC41,656$2.0M0.00%Share
27Vermillion Wealth Management, Inc.29,560$1.5M0.62%Share
28Samalin Investment Counsel, LLC27,946$1.4M0.51%Share
29Creative Capital Management Investments LLC26,092$1.4M0.41%Share
30Tanager Wealth Management LLP25,781$1.3M0.13%Share
31Wheels Up Wealth, Inc.25,069$1.3M1.21%Share
32Babb Wealth Advisors LLC22,953$1.2M0.67%Share
33Skyline Advisors, Inc.22,790$1.2M0.39%Share
34CURIO WEALTH, LLC20,789$1.1M0.38%Share
35COMMONWEALTH EQUITY SERVICES, LLC19,469$1.0M0.00%Share
36Flagstone Financial Management17,887$926K0.24%Share
37Wealth Advisors Northwest LLC16,385$848K0.38%Share
38Mason & Associates Inc15,874$822K0.15%Share
39Sequoia Financial Advisors, LLC15,456$800K0.00%Share
40BetterWealth, LLC15,363$795K0.18%Share
41Rehmann Capital Advisory Group14,426$747K0.04%Share
42McCartney Wealth Management LLC13,959$723K0.62%Share
43Krilogy Financial LLC13,578$707K0.02%Share
44Concord Wealth Partners13,493$698K0.09%Share
45Geometric Wealth Advisors13,233$685K0.09%Share
46Aerodigm Wealth, LLC13,214$684K0.24%Share
47Modera Wealth Management, LLC13,196$683K0.01%Share
48Petersen Hastings Wealth Advisors Inc.13,116$679K0.07%Share
49PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV12,780$662K0.62%Share
50Vestment Financial LLC11,581$602K0.31%Share