Q4 2024 13F Holders as of 12/31/2024
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Type / Class
-
Equity / GLOBAL SUSTAINA
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Number of holders
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85
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Total 13F shares, excl. options
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4.93M
-
Shares change
-
+636K
-
Total reported value, excl. options
-
$251M
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Value change
-
+$32.4M
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Number of buys
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59
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Number of sells
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-12
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Price
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$50.94
Significant Holders of DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) as of Q4 2024
90 filings reported holding DFSB - DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA as of Q4 2024.
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) has 85 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4.93M shares
.
Largest 10 shareholders include Abacus Wealth Partners, LLC (2.08M shares), Quantum Financial Advisors, LLC (397K shares), Blue Oak Capital, LLC (294K shares), RFG Advisory, LLC (236K shares), SEEDS INVESTOR LLC (213K shares), SEI INVESTMENTS CO (142K shares), Momentous Wealth Management, Inc. (137K shares), Citrine Capital LLC (136K shares), Corient Private Wealth LLC (106K shares), and Archer Investment Management, LLC (89.3K shares).
This table shows the top 85 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.