DIM GLB SUSTAIN FIX INC ETF DFSB
$52.08
+0.1% 52w: $49.68 – $52.28
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data49.6850.9852.28
Jun 20, 2025 Jul 2, 2026
Institutional holders
118
+8 QoQ
13F value
$496.8M
+4.3% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DFSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLC | Wealth advisor | 2.6M | $135.1M | 12.3% | +7.4% |
| MASECO LLP | Wealth advisor | 1.9M | $96.0M | 3.0% | +8.2% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 841.7K | $43.6M | 0.1% | +13.4% |
| Quantum Financial Advisors, LLC | Wealth advisor | 526.4K | $27.2M | 3.1% | +2.2% |
| SEI INVESTMENTS CO | Diversified mechanical | 261.1K | $13.5M | 0.0% | +6.3% |
| SEEDS INVESTOR LLC | Wealth advisor | 256.9K | $13.4M | 1.8% | +11.4% |
| Simplicity Wealth,LLC | Wealth advisor | 252.0K | $13.0M | 0.7% | -0.9% |
| Composition Wealth, LLC | Wealth advisor | 245.1K | $12.7M | 0.2% | -25.2% |
| Parkshore Wealth Management, Inc. | Wealth advisor | 216.4K | $11.2M | 3.7% | +22.4% |
| Planning Center, Inc. | Wealth advisor | 189.0K | $9.8M | 1.0% | +2.6% |
| Momentous Wealth Management, Inc. | Wealth advisor | 184.1K | $9.5M | 5.4% | +6.3% |
| Citrine Capital LLC | Wealth advisor | 165.2K | $8.5M | 3.7% | +3.5% |
| Apella Capital, LLC | Wealth advisor | 159.0K | $8.3M | 0.1% | +23.7% |
| Corient Private Wealth LLC | Diversified mechanical | 125.5K | $6.5M | 0.0% | -47.9% |
| Allodium Investment Consultants, LLC | Wealth advisor | 104.7K | $5.4M | 2.6% | +20.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 94.7K | $4.9M | 0.0% | +2.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 88.9K | $4.6M | 0.0% | +96.0% |
| Focus Partners Advisor Solutions, LLC | Wealth advisor | 81.1K | $4.2M | 0.0% | +95.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 77.4K | $4.0M | 0.0% | +0.9% |
| RAM Investment Partners, LLC | Wealth advisor | 62.8K | $3.2M | 0.6% | +6.3% |
| Betterment LLC | Wealth advisor | 58.4K | $3.0M | 0.0% | +5.8% |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 49.5K | $2.6M | 0.3% | +2.2% |
| LPL Financial LLC | Bank broker | 48.5K | $2.5M | 0.0% | +16.4% |
| Farther Finance Advisors, LLC | Wealth advisor | 46.7K | $2.4M | 0.0% | +710.7% |
| Broadhurst Jeffrey B | Wealth advisor | 44.9K | $2.3M | 2.4% | +6.3% |
| AA Financial Advisors, LLC | Wealth advisor | 42.8K | $2.2M | 0.3% | New |
| Vermillion Wealth Management, Inc. | Wealth advisor | 29.6K | $1.5M | 0.6% | Held |
| Wheels Up Wealth, Inc. | Wealth advisor | 27.7K | $1.4M | 1.3% | +10.5% |
| Samalin Investment Counsel, LLC | Other | 27.1K | $1.4M | 0.5% | -3.0% |
| Creative Capital Management Investments LLC | Wealth advisor | 26.6K | $1.4M | 0.4% | +2.1% |
| Sequoia Financial Advisors, LLC | Wealth advisor | 26.2K | $1.4M | 0.0% | +69.6% |
| Tanager Wealth Management LLP | Wealth advisor | 25.9K | $1.3M | 0.1% | +0.6% |
| Babb Wealth Advisors LLC | Wealth advisor | 25.3K | $1.3M | 0.7% | +10.3% |
| RW Investment Management LLC | Wealth advisor | 22.2K | $1.1M | 0.1% | — |
| CURIO WEALTH, LLC | Wealth advisor | 20.8K | $1.1M | 0.4% | +0.1% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 20.4K | $1.1M | 0.0% | +4.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 19.9K | $1.0M | 0.0% | +77.4% |
| HighTower Advisors, LLC | Diversified mechanical | 19.4K | $1.0M | 0.0% | +37.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 18.8K | $975K | 0.0% | +37.1% |
| Root Financial Partners, LLC | Wealth advisor | 18.1K | $936K | 0.0% | +103.6% |
| Strathmore Capital Advisors, Inc. | Wealth advisor | 17.5K | $911K | 0.3% | Held |
| Wealth Advisors Northwest LLC | Wealth advisor | 17.5K | $907K | 0.4% | +7.0% |
| von Borstel & Associates, Inc. | Wealth advisor | 17.2K | $890K | 0.2% | +82.4% |
| Flagstone Financial Management | Wealth advisor | 17.1K | $886K | 0.2% | -4.2% |
| Skyline Advisors, Inc. | Wealth advisor | 16.9K | $872K | 0.3% | -26.1% |
| Mason & Associates Inc | Wealth advisor | 15.9K | $818K | 0.2% | +0.1% |
| BetterWealth, LLC | Wealth advisor | 15.7K | $810K | 0.2% | +1.9% |
| Rehmann Capital Advisory Group | Wealth advisor | 14.4K | $746K | 0.0% | Held |
| PROFESSIONAL FINANCIAL SOLUTIONS LLC /ADV | Wealth advisor | 14.3K | $739K | 0.7% | +11.8% |
| McCartney Wealth Management LLC | Wealth advisor | 14.0K | $722K | 0.6% | Held |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.