Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / GLOBAL SUSTAINA
-
Total 13F shares
-
5,575,488
-
Share change
-
+667,224
-
Total reported value
-
$280,255,675
-
Price per share
-
$51.50
-
Number of holders
-
91
-
Value change
-
+$27,729,252
-
Number of buys
-
65
-
Number of sells
-
20
Institutional Holders of DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) as of Q1 2025
As of 31 Mar 2025,
DIMENSIONAL ETF TRUST - GLOBAL SUSTAINA (DFSB) was held by
91 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,575,488 shares.
The largest 10 holders included
Abacus Wealth Partners, LLC, Quantum Financial Advisors, LLC, Passive Capital Management, LLC., Blue Oak Capital, LLC, SEEDS INVESTOR LLC, RAYMOND JAMES FINANCIAL INC, SEI INVESTMENTS CO, Planning Center, Inc., Momentous Wealth Management, Inc., and Citrine Capital LLC.
This page lists
91
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| 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.