DIM GLB SUSTAIN FIX INC ETF (DFSB) Institutional Ownership Changes & 13F Activity

DIM GLB SUSTAIN FIX INC ETF (DFSB). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Mercer Global Advisors Inc, Citadel Advisors Llc, Broadhurst Jeffrey B, Sei Investments Co, and Action Point Financial Planning, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+90,07090,070$4.69MQ2 2026Sep 02, 2026
Corient Private Wealth LlcBuy+10,298+8.2%135,845$7.08MQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupBuy+2,707+18.8%17,133$892.80KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+164,970+19.6%1,006,647$52.46MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+3,826+4.3%92,724$4.83MQ2 2026Aug 18, 2026
E-Wealth Partners, LlcBuy+5,4945,494$286.30KQ2 2026Aug 17, 2026
Sei Investments CoBuy+24,390+9.3%285,526$14.88MQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+20,142+359.7%25,742$1.34MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+15,600+129.1%27,687$1.44MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+11,116+55.9%31,001$1.62MQ2 2026Aug 14, 2026
Babb Wealth Advisors LlcBuy+3,554+14.0%28,869$1.50MQ2 2026Aug 14, 2026
Betterment LlcBuy+80+0.1%58,449$3.05MQ2 2026Aug 14, 2026
Cardiff Park Advisors, LlcBuy+22+1.0%2,161$112.61KQ2 2026Aug 14, 2026
Von Borstel & Associates, Inc.Buy+17,049+99.1%34,250$1.78MQ2 2026Aug 13, 2026
Fortis Capital Management LlcSell-1,099-14.5%6,487$338.04KQ2 2026Aug 13, 2026
Ariadne Wealth Management, LpBuy+11+0.2%4,666$243.17KQ2 2026Aug 13, 2026
Compass Capital CorpBuy+4+0.1%7,460$380.31KQ2 2026Aug 13, 2026
Broadhurst Jeffrey BSell-35,994-80.2%8,875$462.48KQ2 2026Aug 12, 2026
Newedge Advisors, LlcSell-5,003-56.3%3,884$202.40KQ2 2026Aug 12, 2026
Bank Of MontrealBuy+1,726+132.3%3,031$157.94KQ2 2026Aug 12, 2026
Seeds Investor LlcBuy+1,415+0.6%258,358$13.46MQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+172172$8.99KQ2 2026Aug 12, 2026
Coston, Mcisaac & PartnersBuy+10+0.3%3,531$184.00KQ2 2026Aug 12, 2026
Vise Technologies, Inc.Buy+12,620+100.7%25,149$1.31MQ2 2026Aug 11, 2026
Momentous Wealth Management, Inc.Buy+5,312+2.9%189,457$9.87MQ2 2026Aug 11, 2026
Grand Wealth Management, LlcBuy+2,230+31.9%9,214$480.15KQ2 2026Aug 11, 2026
Cahill Financial Advisors IncSell-285-2.6%10,544$549.42KQ2 2026Aug 11, 2026
Geometric Wealth AdvisorsBuy+123+1.0%11,985$624.56KQ2 2026Aug 11, 2026
Greenspring Advisors, LlcBuy+24+0.5%5,181$269.99KQ2 2026Aug 11, 2026
Allworth Financial LpBuy+1+1.6%64$3.33KQ2 2026Aug 11, 2026
Showing 30 of 117

Frequently asked questions about DFSB activity

  • Which institutional owners are buying DFSB?

    Institutional owners buying DFSB include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in DFSB activity?

    "Buy" means an investor increased their reported position in DFSB compared to the prior reporting period. This reflects growing exposure to DIM GLB SUSTAIN FIX INC ETF (DFSB) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in DFSB increasing?

    Institutional interest in DFSB can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.