Who owns Dimensional - Global Sustainability Fixed Income ETF?
Institutional ownership of DFSB from SEC Form 13F filings across 57 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
57
13F holders
$175.2M
value, 2026 filers
24.6%
of shares outstanding (3.5M sh)
4
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of DFSB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MERCER GLOBAL ADVISORS INC /ADV | 1.0M | $52.5M | 0.1% | 7.2% | +19.6% |
| 2 | Simplicity Wealth,LLC | 290,108 | $15.1M | 0.5% | 2.1% | +15.1% |
| 3 | SEI INVESTMENTS CO | 285,526 | $14.9M | 0.0% | 2% | +9.3% |
| 4 | Composition Wealth, LLC | 241,479 | $12.6M | 0.1% | 1.7% | -1.5% |
| 5 | Parkshore Wealth Management, Inc. | 235,814 | $12.3M | 3.5% | 1.7% | +9.0% |
| 6 | Apella Capital, LLC | 181,331 | $9.4M | 0.1% | 1.3% | +14.0% |
| 7 | Corient Private Wealth LP | 135,845 | $7.1M | 0.0% | 1% | +8.2% |
| 8 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 101,695 | $5.3M | 0.0% | 0.7% | +7.4% |
| 9 | Focus Partners Advisor Solutions, LLC | 94,318 | $4.9M | 0.0% | 0.7% | +16.3% |
| 10 | OneDigital Investment Advisors LLC | 92,956 | $4.8M | 0.0% | 0.7% | +20.2% |
| 11 | CITADEL ADVISORS LLCNEW | 90,070 | $4.7M | 0.0% | 0.6% | new |
| 12 | RAM Investment Partners, LLC | 62,167 | $3.2M | 0.5% | 0.4% | -1.0% |
| 13 | Betterment LLC | 58,449 | $3,046 | 0.0% | 0.4% | +0.1% |
| 14 | LPL Financial LLC | 49,833 | $2.6M | 0.0% | 0.4% | +2.8% |
| 15 | SUMMIT WEALTH GROUP LLC / CO | 49,039 | $2.6M | 0.2% | 0.3% | -0.9% |
| 16 | AA Financial Advisors, LLC | 42,282 | $2.2M | 0.3% | 0.3% | -1.2% |
| 17 | Cambridge Investment Research Advisors, Inc. | 37,328 | $1,946 | 0.0% | 0.3% | +98.1% |
| 18 | Sequoia Financial Advisors, LLC | 36,340 | $1.9M | 0.0% | 0.3% | +38.6% |
| 19 | OSAIC HOLDINGS, INC. | 31,001 | $1.6M | 0.0% | 0.2% | +55.9% |
| 20 | Vermillion Wealth Management, Inc. | 29,868 | $1.6M | 0.4% | 0.2% | +1.0% |
| 21 | JANE STREET GROUP, LLC | 27,687 | $1.4M | 0.0% | 0.2% | +129.1% |
| 22 | FIDUCIARY FINANCIAL ADVISORS | 25,742 | $1.3M | 0.1% | 0.2% | +359.7% |
| 23 | Vise Technologies, Inc. | 25,149 | $1.3M | 0.0% | 0.2% | +100.7% |
| 24 | Root Financial Partners, LLC | 21,465 | $1.1M | 0.0% | 0.2% | +18.7% |
| 25 | COMMONWEALTH EQUITY SERVICES, LLC | 20,479 | $1.1M | 0.0% | 0.1% | +0.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.