Who owns Dimensional - Global Sustainability Fixed Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of DFSB from SEC Form 13F filings across 123 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.
As of the 2026-06-30 reporting period, 123 institutions disclosed 10.7M shares of Dimensional - Global Sustainability Fixed Income ETF worth $559.9M — about 76.5% of shares outstanding; the largest disclosed holder is Abacus Wealth Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
123
13F holders
$559.9M
value, 2026 filers
76.5%
of shares outstanding (10.7M sh)
12
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 | Abacus Wealth Partners, LLC | 2.9M | $150.2M | 15.8% | 20.5% | +10.5% |
| 2 | MASECO LLP | 1.9M | $100.1M | 2.8% | 13.7% | +3.6% |
| 3 | MERCER GLOBAL ADVISORS INC /ADV | 1.0M | $52.5M | 0.1% | 7.2% | +19.6% |
| 4 | Quantum Financial Advisors, LLC | 540,560 | $28.2M | 2.8% | 3.8% | +2.7% |
| 5 | Simplicity Wealth,LLC | 290,108 | $15.1M | 0.5% | 2.1% | +15.1% |
| 6 | SEI INVESTMENTS CO | 285,526 | $14.9M | 0.0% | 2% | +9.3% |
| 7 | SEEDS INVESTOR LLC | 258,358 | $13.5M | 1.4% | 1.8% | +0.6% |
| 8 | Composition Wealth, LLC | 241,479 | $12.6M | 0.1% | 1.7% | -1.5% |
| 9 | Parkshore Wealth Management, Inc. | 235,814 | $12.3M | 3.5% | 1.7% | +9.0% |
| 10 | Planning Center, Inc. | 193,316 | $10.1M | 1.0% | 1.4% | +2.3% |
| 11 | Momentous Wealth Management, Inc. | 189,457 | $9.9M | 5.1% | 1.3% | +2.9% |
| 12 | Apella Capital, LLC | 181,331 | $9.4M | 0.1% | 1.3% | +14.0% |
| 13 | Citrine Capital LLC | 164,174 | $8.6M | 3.2% | 1.2% | -0.6% |
| 14 | Corient Private Wealth LP | 135,845 | $7.1M | 0.0% | 1% | +8.2% |
| 15 | Shira Ridge Wealth ManagementNEW | 126,923 | $6.6M | 2.3% | 0.9% | new |
| 16 | Allodium Investment Consultants, LLC | 110,544 | $5.8M | 2.4% | 0.8% | +5.6% |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 101,695 | $5.3M | 0.0% | 0.7% | +7.4% |
| 18 | Focus Partners Advisor Solutions, LLC | 94,318 | $4.9M | 0.0% | 0.7% | +16.3% |
| 19 | OneDigital Investment Advisors LLC | 92,956 | $4.8M | 0.0% | 0.7% | +20.2% |
| 20 | Beacon Pointe Advisors, LLC | 92,724 | $4.8M | 0.0% | 0.7% | +4.3% |
| 21 | CITADEL ADVISORS LLCNEW | 90,070 | $4.7M | 0.0% | 0.6% | new |
| 22 | Clarity Wealth Development LLCNEW | 72,072 | $3.8M | 2.1% | 0.5% | new |
| 23 | RAM Investment Partners, LLC | 62,167 | $3.2M | 0.5% | 0.4% | -1.0% |
| 24 | Betterment LLC | 58,449 | $3.0M | 0.0% | 0.4% | +0.1% |
| 25 | LPL Financial LLC | 49,833 | $2.6M | 0.0% | 0.4% | +2.8% |
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.