Who owns DFSB?
Dimensional Global Sustainability Fixed Income ETF · Dimensional
123 institutions reported holding DFSB, worth $560.8M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of DFSB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Abacus Wealth Partners, LLC | Santa Monica, CA | $150.2M | 2,882,992 | +272,811 shares |
| Maseco LLP | London, United Kingdom | $100.1M | 1,922,639 | +65,938 shares |
| Mercer Global Advisors Inc. | Denver, CO | $52.5M | 1,006,647 | +164,970 shares |
| Quantum Financial Advisors, LLC | Santa Monica, CA | $28.2M | 540,560 | +14,198 shares |
| Simplicity Wealth,LLC | Summit, NJ | $15.1M | 290,108 | +38,134 shares |
| SEI Investments Co | Oaks, PA | $14.9M | 285,526 | +24,390 shares |
| Seeds Investor LLC | New York, NY | $13.5M | 258,358 | +1,415 shares |
| Composition Wealth, LLC | Los Angeles, CA | $12.6M | 241,479 | −3,587 shares |
| Parkshore Wealth Management, Inc. | Granite Bay, CA | $12.3M | 235,814 | +19,384 shares |
| Planning Center, Inc. | Moline, IL | $10.1M | 193,316 | +4,357 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns DFSB?
123 institutional managers reported holding DFSB in Form 13F filings for June 30, 2026, worth $560.8M in total. The largest reported position was held by Abacus Wealth Partners, LLC, at $150.2M.
Did institutions buy or sell DFSB last quarter?
Reported 13F value rose 13.0% from March 31, 2026, which includes price moves as well as buying and selling. 12 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is DFSB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.