DFSB Institutional Ownership & Shareholders
DIM GLB SUSTAIN FIX INC ETF (DFSB) is currently held by 116 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $562.44M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Abacus Wealth Partners, Llc is currently the largest disclosed institutional shareholder of DFSB tracked by InsiderSet, reporting ownership valued at approximately $150.23M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $144.93M, representing an estimated loss of -3.53% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed DFSB value among the investors covered in this analysis. Major shareholders include Abacus Wealth Partners, Llc, Maseco Llp, Mercer Global Advisors Inc, and several other long-term asset managers with concentrated positions in DIM GLB SUSTAIN FIX INC ETF (DFSB).
This page ranks the largest institutional DFSB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
116
Total Reported Value
$562.44M
Largest Holder
Abacus Wealth Partners, Llc
Largest Position
$150.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
76
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Abacus Wealth Partners, Llc | 15.79% | 2,882,992 | $150,234,596 | $144,925,125 | -$5,309,471 | -3.53% | |
| Maseco Llp | 2.77% | 2,041,580 | $101,190,903 | $102,628,185 | +$1,437,282 | +1.42% | |
| Mercer Global Advisors Inc | 0.06% | 1,006,647 | $52,456,350 | $50,603,138 | -$1,853,212 | -3.53% | |
| Quantum Financial Advisors, Llc | 2.79% | 540,560 | $28,168,582 | $27,173,411 | -$995,171 | -3.53% | |
| Simplicity Wealth,Llc | 0.44% | 301,678 | $14,948,024 | $15,165,051 | +$217,027 | +1.45% | |
| Sei Investments Co | 0.01% | 285,526 | $14,878,770 | $14,353,106 | -$525,664 | -3.53% | |
| Seeds Investor Llc | 1.38% | 258,358 | $13,463,051 | $12,987,398 | -$475,653 | -3.53% | |
| Parkshore Wealth Management, Inc. | 3.26% | 259,338 | $12,850,091 | $13,036,662 | +$186,571 | +1.45% | |
| Composition Wealth, Llc | 0.15% | 241,479 | $12,583,476 | $12,138,908 | -$444,568 | -3.53% | |
| Momentous Wealth Management, Inc. | 5.20% | 216,808 | $10,742,740 | $10,898,721 | +$155,981 | +1.45% | |
| Planning Center, Inc. | 0.95% | 193,316 | $10,073,697 | $9,717,802 | -$355,895 | -3.53% | |
| Shira Ridge Wealth Management | 3.50% | 203,256 | $10,071,273 | $10,217,476 | +$146,203 | +1.45% | |
| Apella Capital, Llc | 0.12% | 194,439 | $9,660,702 | $9,774,254 | +$113,552 | +1.18% | |
| Citrine Capital Llc | 2.88% | 172,560 | $8,550,297 | $8,674,419 | +$124,122 | +1.45% | |
| Clarity Wealth Development Llc | 4.47% | 159,833 | $7,919,661 | $8,034,645 | +$114,984 | +1.45% | |
| Corient Private Wealth Llc | 0.01% | 135,845 | $7,078,896 | $6,828,792 | -$250,104 | -3.53% | |
| Allodium Investment Consultants, Llc | 2.45% | 120,462 | $5,968,864 | $6,055,504 | +$86,640 | +1.45% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 102,348 | $5,101,024 | $5,144,932 | +$43,908 | +0.86% | |
| Focus Partners Advisor Solutions, Llc | 0.04% | 94,318 | $4,914,912 | $4,741,272 | -$173,640 | -3.53% | |
| Onedigital Investment Advisors Llc | 0.04% | 92,956 | $4,843,952 | $4,672,805 | -$171,147 | -3.53% | |
| Beacon Pointe Advisors, Llc | 0.02% | 92,724 | $4,831,869 | $4,661,143 | -$170,726 | -3.53% | |
| Citadel Advisors Llc | 0.00% | 90,070 | $4,693,548 | $4,527,729 | -$165,819 | -3.53% | |
| Betterment Llc | 0.01% | 58,449 | $3,046,000 | $2,938,173 | -$107,827 | -3.54% | |
| Ram Investment Partners, Llc | 0.47% | 59,430 | $2,944,733 | $2,987,487 | +$42,754 | +1.45% | |
| Lpl Financial Llc | 0.00% | 49,833 | $2,596,812 | $2,505,055 | -$91,757 | -3.53% | |
| Summit Wealth Group Llc / Co | 0.15% | 49,307 | $2,443,142 | $2,478,614 | +$35,472 | +1.45% | |
| Aa Financial Advisors, Llc | 0.28% | 48,123 | $2,384,471 | $2,419,095 | +$34,624 | +1.45% | |
| Wheels Up Wealth, Inc. | 2.01% | 47,922 | $2,374,516 | $2,408,991 | +$34,475 | +1.45% | |
| Sequoia Financial Advisors | 0.01% | 36,340 | $1,893,692 | $1,826,775 | -$66,917 | -3.53% | |
| Equita Financial Network, Inc. | 0.51% | 36,503 | $1,808,709 | $1,834,969 | +$26,260 | +1.45% | |
| Von Borstel & Associates, Inc. | 0.37% | 34,250 | $1,784,000 | $1,721,713 | -$62,287 | -3.49% | |
| Creative Capital Management Investments Llc | 0.40% | 35,849 | $1,776,304 | $1,802,093 | +$25,789 | +1.45% | |
| Babb Wealth Advisors Llc | 0.81% | 35,287 | $1,748,461 | $1,773,842 | +$25,381 | +1.45% | |
| Vise Technologies, Inc. | 0.01% | 33,132 | $1,641,663 | $1,665,513 | +$23,850 | +1.45% | |
| Osaic Holdings, Inc. | 0.00% | 31,001 | $1,615,462 | $1,558,389 | -$57,073 | -3.53% | |
| Farther Finance Advisors, Llc | 0.01% | 30,135 | $1,493,159 | $1,514,856 | +$21,697 | +1.45% | |
| Jane Street Group, Llc | 0.00% | 27,687 | $1,442,770 | $1,391,798 | -$50,972 | -3.53% | |
| Samalin Investment Counsel, Llc | 0.46% | 28,885 | $1,431,265 | $1,452,020 | +$20,755 | +1.45% | |
| Tanager Wealth Management Llp | 0.11% | 27,172 | $1,346,362 | $1,365,909 | +$19,547 | +1.45% | |
| Action Point Financial Planning, Llc | 0.14% | 25,742 | $1,341,293 | $1,294,025 | -$47,268 | -3.52% | |
| Wealth Advisors Northwest Llc | 0.41% | 24,595 | $1,218,692 | $1,236,366 | +$17,674 | +1.45% | |
| Rw Investment Management Llc | 0.10% | 22,272 | $1,160,594 | $1,119,591 | -$41,003 | -3.53% | |
| Curio Wealth, Llc | 0.34% | 21,108 | $1,099,938 | $1,061,078 | -$38,860 | -3.53% | |
| Commonwealth Equity Services, Llc | 0.00% | 21,780 | $1,079,210 | $1,094,859 | +$15,649 | +1.45% | |
| Flagstone Financial Management | 0.20% | 17,292 | $901,070 | $869,252 | -$31,818 | -3.53% | |
| Strathmore Capital Advisors, Inc. | 0.24% | 17,625 | $897,625 | $885,991 | -$11,634 | -1.30% | |
| Rehmann Capital Advisory Group | 0.04% | 17,133 | $892,800 | $861,259 | -$31,541 | -3.53% | |
| Skyline Advisors, Inc. | 0.27% | 16,437 | $856,529 | $826,272 | -$30,257 | -3.53% | |
| Betterwealth, Llc | 0.14% | 17,134 | $848,963 | $861,309 | +$12,346 | +1.45% | |
| Modera Wealth Management, Llc | 0.01% | 17,096 | $847,087 | $859,399 | +$12,312 | +1.45% |
Frequently asked questions about DFSB
Who are the largest institutional holders of DFSB?
The largest institutional holders of DFSB reported in the latest SEC Form 13F filings include Abacus Wealth Partners, Llc, Maseco Llp, Mercer Global Advisors Inc, Quantum Financial Advisors, Llc, and Simplicity Wealth,Llc. InsiderSet ranks institutional holders by their latest reported DFSB position.
What is DFSB institutional ownership?
This page tracks DFSB positions reported by institutional investment managers through SEC Form 13F. DIM GLB SUSTAIN FIX INC ETF (DFSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFSB?
InsiderSet currently tracks 116 institutional managers reporting DFSB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFSB shareholders.
How much DFSB stock do institutions own?
Institutional investment managers disclosed approximately $562.44M in DFSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFSB institutional ownership last updated?
The latest DFSB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFSB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFSB position after the reporting date.
Are institutions buying or selling DFSB?
Institutional buying and selling can be analyzed by comparing DFSB positions across consecutive 13F reporting periods. InsiderSet's DFSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFSB ownership changes.
How has DFSB institutional ownership changed over time?
InsiderSet tracks DFSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.