Q2 2025 13F Holders as of 6/30/2025
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Type / Class
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Equity / GLOBAL SUSTAINA
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Number of holders
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93
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Total 13F shares, excl. options
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6.69M
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Shares change
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-391K
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Total reported value, excl. options
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$351M
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Value change
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-$13.1M
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Number of buys
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46
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Number of sells
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-32
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Price
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$52.43
Significant Holders of DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) as of Q2 2025
101 filings reported holding DFSB - DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA as of Q2 2025.
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) has 93 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 6.69M shares
.
Largest 10 shareholders include Abacus Wealth Partners, LLC (2.1M shares), MASECO LLP (1.46M shares), Quantum Financial Advisors, LLC (454K shares), Blue Oak Capital, LLC (334K shares), SEI INVESTMENTS CO (191K shares), SEEDS INVESTOR LLC (187K shares), Planning Center, Inc. (159K shares), Momentous Wealth Management, Inc. (158K shares), Citrine Capital LLC (142K shares), and Parkshore Wealth Management, Inc. (128K shares).
This table shows the top 93 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.