Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / GLOBAL SUSTAINA
-
Number of holders
-
85
-
Total 13F shares, excl. options
-
4,931,090
-
Shares change
-
+636,282
-
Total reported value, excl. options
-
$251,173,951
-
Value change
-
+$32,364,359
-
Number of buys
-
59
-
Number of sells
-
-12
-
Price
-
$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 4,931,090 shares
.
Largest 10 shareholders include Abacus Wealth Partners, LLC (2,079,367 shares), Quantum Financial Advisors, LLC (397,349 shares), Blue Oak Capital, LLC (293,630 shares), RFG Advisory, LLC (235,615 shares), SEEDS INVESTOR LLC (212,910 shares), SEI INVESTMENTS CO (142,143 shares), Momentous Wealth Management, Inc. (137,155 shares), Citrine Capital LLC (136,344 shares), Corient Private Wealth LLC (106,239 shares), and Archer Investment Management, LLC (89,281 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.