Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
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Equity / GLOBAL SUSTAINA
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Number of holders
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58
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Total 13F shares, excl. options
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3.2M
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Shares change
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+250K
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Total reported value, excl. options
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$163M
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Value change
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+$12.6M
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Number of buys
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40
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Number of sells
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-13
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Price
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$51.10
Significant Holders of DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) as of Q2 2024
62 filings reported holding DFSB - DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA as of Q2 2024.
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) has 58 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.2M shares
.
Largest 10 shareholders include Abacus Wealth Partners, LLC (1.86M shares), Quantum Financial Advisors, LLC (351K shares), RFG Advisory, LLC (216K shares), SEI INVESTMENTS CO (101K shares), Corient Private Wealth LLC (100K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (56.3K shares), COMMONWEALTH EQUITY SERVICES, LLC (55.7K shares), Apella Capital, LLC (51.4K shares), OneDigital Investment Advisors LLC (40.7K shares), and Samalin Investment Counsel, LLC (29.1K shares).
This table shows the top 58 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.