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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +90,070 | — | 90,070 | $4.69M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Buy | +10,298 | +8.2% | 135,845 | $7.08M | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Buy | +2,707 | +18.8% | 17,133 | $892.80K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +164,970 | +19.6% | 1,006,647 | $52.46M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,826 | +4.3% | 92,724 | $4.83M | Q2 2026 | Aug 18, 2026 |
| E-Wealth Partners, Llc | Buy | +5,494 | — | 5,494 | $286.30K | Q2 2026 | Aug 17, 2026 |
| Sei Investments Co | Buy | +24,390 | +9.3% | 285,526 | $14.88M | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +20,142 | +359.7% | 25,742 | $1.34M | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +15,600 | +129.1% | 27,687 | $1.44M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +11,116 | +55.9% | 31,001 | $1.62M | Q2 2026 | Aug 14, 2026 |
| Babb Wealth Advisors Llc | Buy | +3,554 | +14.0% | 28,869 | $1.50M | Q2 2026 | Aug 14, 2026 |
| Betterment Llc | Buy | +80 | +0.1% | 58,449 | $3.05M | Q2 2026 | Aug 14, 2026 |
| Cardiff Park Advisors, Llc | Buy | +22 | +1.0% | 2,161 | $112.61K | Q2 2026 | Aug 14, 2026 |
| Von Borstel & Associates, Inc. | Buy | +17,049 | +99.1% | 34,250 | $1.78M | Q2 2026 | Aug 13, 2026 |
| Fortis Capital Management Llc | Sell | -1,099 | -14.5% | 6,487 | $338.04K | Q2 2026 | Aug 13, 2026 |
| Ariadne Wealth Management, Lp | Buy | +11 | +0.2% | 4,666 | $243.17K | Q2 2026 | Aug 13, 2026 |
| Compass Capital Corp | Buy | +4 | +0.1% | 7,460 | $380.31K | Q2 2026 | Aug 13, 2026 |
| Broadhurst Jeffrey B | Sell | -35,994 | -80.2% | 8,875 | $462.48K | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Sell | -5,003 | -56.3% | 3,884 | $202.40K | Q2 2026 | Aug 12, 2026 |
| Bank Of Montreal | Buy | +1,726 | +132.3% | 3,031 | $157.94K | Q2 2026 | Aug 12, 2026 |
| Seeds Investor Llc | Buy | +1,415 | +0.6% | 258,358 | $13.46M | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +172 | — | 172 | $8.99K | Q2 2026 | Aug 12, 2026 |
| Coston, Mcisaac & Partners | Buy | +10 | +0.3% | 3,531 | $184.00K | Q2 2026 | Aug 12, 2026 |
| Vise Technologies, Inc. | Buy | +12,620 | +100.7% | 25,149 | $1.31M | Q2 2026 | Aug 11, 2026 |
| Momentous Wealth Management, Inc. | Buy | +5,312 | +2.9% | 189,457 | $9.87M | Q2 2026 | Aug 11, 2026 |
| Grand Wealth Management, Llc | Buy | +2,230 | +31.9% | 9,214 | $480.15K | Q2 2026 | Aug 11, 2026 |
| Cahill Financial Advisors Inc | Sell | -285 | -2.6% | 10,544 | $549.42K | Q2 2026 | Aug 11, 2026 |
| Geometric Wealth Advisors | Buy | +123 | +1.0% | 11,985 | $624.56K | Q2 2026 | Aug 11, 2026 |
| Greenspring Advisors, Llc | Buy | +24 | +0.5% | 5,181 | $269.99K | Q2 2026 | Aug 11, 2026 |
| Allworth Financial Lp | Buy | +1 | +1.6% | 64 | $3.33K | Q2 2026 | Aug 11, 2026 |
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.