DIM GLB SUSTAIN FIX INC ETF (DFSB) Institutional Shareholders
DIM GLB SUSTAIN FIX INC ETF (DFSB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $523.06M in DFSB holdings during the latest filing period.
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 $146.34M, representing an estimated loss of -2.59% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 75% 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
124
Total Reported Value
$523.06M
Largest Holder
Abacus Wealth Partners, Llc
Largest Position
$150.23M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
129
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 | $146,340,674 | -$3,893,922 | -2.59% | |
| Maseco Llp | 3.01% | 1,856,701 | $96,010,028 | $94,246,143 | -$1,763,885 | -1.84% | |
| Mercer Global Advisors Inc | 0.06% | 841,677 | $43,550,745 | $42,723,525 | -$827,220 | -1.90% | |
| Quantum Financial Advisors, Llc | 2.79% | 540,560 | $28,168,582 | $27,438,826 | -$729,756 | -2.59% | |
| Sei Investments Co | 0.01% | 261,136 | $13,511,800 | $13,255,263 | -$256,537 | -1.90% | |
| Seeds Investor Llc | 1.83% | 256,943 | $13,409,843 | $13,042,427 | -$367,416 | -2.74% | |
| Simplicity Wealth,Llc | 0.74% | 251,974 | $13,037,840 | $12,790,200 | -$247,640 | -1.90% | |
| Composition Wealth, Llc | 0.15% | 241,479 | $12,583,476 | $12,257,474 | -$326,002 | -2.59% | |
| Parkshore Wealth Management, Inc. | 3.74% | 216,430 | $11,198,704 | $10,985,987 | -$212,717 | -1.90% | |
| Planning Center, Inc. | 0.95% | 193,316 | $10,073,697 | $9,812,720 | -$260,977 | -2.59% | |
| Momentous Wealth Management, Inc. | 5.44% | 184,145 | $9,528,204 | $9,347,200 | -$181,004 | -1.90% | |
| Apella Capital, Llc | 0.13% | 181,331 | $9,398,375 | $9,204,362 | -$194,013 | -2.06% | |
| Citrine Capital Llc | 3.17% | 164,174 | $8,555,083 | $8,333,472 | -$221,611 | -2.59% | |
| Shira Ridge Wealth Management | 2.31% | 126,923 | $6,613,958 | $6,442,611 | -$171,347 | -2.59% | |
| Corient Private Wealth Llc | 0.01% | 125,547 | $6,496,151 | $6,372,766 | -$123,385 | -1.90% | |
| Allodium Investment Consultants, Llc | 2.45% | 110,544 | $5,760,464 | $5,611,213 | -$149,251 | -2.59% | |
| Wealth Enhancement Advisory Services, Llc | 0.01% | 101,695 | $5,261,699 | $5,162,038 | -$99,661 | -1.89% | |
| Beacon Pointe Advisors, Llc | 0.02% | 88,898 | $4,599,834 | $4,512,462 | -$87,372 | -1.90% | |
| Focus Partners Advisor Solutions, Llc | 0.04% | 81,092 | $4,195,977 | $4,116,230 | -$79,747 | -1.90% | |
| Onedigital Investment Advisors Llc | 0.04% | 77,360 | $4,002,817 | $3,926,794 | -$76,023 | -1.90% | |
| Clarity Wealth Development Llc | 2.08% | 72,072 | $3,755,672 | $3,658,375 | -$97,297 | -2.59% | |
| Ram Investment Partners, Llc | 0.52% | 62,167 | $3,239,522 | $3,155,597 | -$83,925 | -2.59% | |
| Summit Wealth Group Llc / Co | 0.21% | 49,039 | $2,555,422 | $2,489,220 | -$66,202 | -2.59% | |
| Lpl Financial Llc | 0.00% | 48,492 | $2,509,097 | $2,461,454 | -$47,643 | -1.90% | |
| Farther Finance Advisors, Llc | 0.02% | 44,191 | $2,302,817 | $2,243,135 | -$59,682 | -2.59% | |
| Aa Financial Advisors, Llc | 0.26% | 42,282 | $2,203,291 | $2,146,234 | -$57,057 | -2.59% | |
| Broadhurst Jeffrey B | 2.27% | 42,226 | $2,187,292 | $2,143,392 | -$43,900 | -2.01% | |
| Sequoia Financial Advisors | 0.01% | 36,340 | $1,893,692 | $1,844,618 | -$49,074 | -2.59% | |
| Creative Capital Management Investments Llc | 0.41% | 34,240 | $1,784,246 | $1,738,022 | -$46,224 | -2.59% | |
| Wheels Up Wealth, Inc. | 1.40% | 31,600 | $1,646,676 | $1,604,016 | -$42,660 | -2.59% | |
| Vermillion Wealth Management, Inc. | 0.36% | 29,868 | $1,556,441 | $1,516,100 | -$40,341 | -2.59% | |
| Tanager Wealth Management Llp | 0.12% | 27,362 | $1,425,834 | $1,388,895 | -$36,939 | -2.59% | |
| Samalin Investment Counsel, Llc | 0.45% | 27,209 | $1,417,870 | $1,381,129 | -$36,741 | -2.59% | |
| Babb Wealth Advisors Llc | 0.72% | 25,315 | $1,309,869 | $1,284,989 | -$24,880 | -1.90% | |
| Rw Investment Management Llc | 0.11% | 22,208 | $1,149,105 | $1,127,278 | -$21,827 | -1.90% | |
| Root Financial Partners, Llc | 0.04% | 21,465 | $1,118,541 | $1,089,563 | -$28,978 | -2.59% | |
| Wealth Advisors Northwest Llc | 0.38% | 21,157 | $1,102,511 | $1,073,929 | -$28,582 | -2.59% | |
| Curio Wealth, Llc | 0.37% | 20,814 | $1,076,975 | $1,056,519 | -$20,456 | -1.90% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,479 | $1,067,140 | $1,039,514 | -$27,626 | -2.59% | |
| Osaic Holdings, Inc. | 0.00% | 19,885 | $1,028,894 | $1,009,363 | -$19,531 | -1.90% | |
| Hightower Advisors, Llc | 0.00% | 19,401 | $1,003,862 | $984,795 | -$19,067 | -1.90% | |
| Strathmore Capital Advisors, Inc. | 0.26% | 17,468 | $911,084 | $886,676 | -$24,408 | -2.68% | |
| Flagstone Financial Management | 0.20% | 17,292 | $901,070 | $877,742 | -$23,328 | -2.59% | |
| Betterwealth, Llc | 0.16% | 17,042 | $888,081 | $865,052 | -$23,029 | -2.59% | |
| Skyline Advisors, Inc. | 0.27% | 16,437 | $856,529 | $834,342 | -$22,187 | -2.59% | |
| Level Financial Advisors | 0.18% | 15,384 | $801,644 | $780,892 | -$20,752 | -2.59% | |
| Clarity Asset Management, Inc. | 0.38% | 14,935 | $778,274 | $758,101 | -$20,173 | -2.59% | |
| Rehmann Capital Advisory Group | 0.04% | 14,426 | $746,441 | $732,264 | -$14,177 | -1.90% | |
| Professional Financial Solutions Llc | 0.66% | 14,290 | $739,405 | $725,360 | -$14,045 | -1.90% | |
| Mccartney Wealth Management Llc | 0.61% | 13,959 | $722,278 | $708,559 | -$13,719 | -1.90% |
Frequently asked questions about DFSB
Who owns the most DFSB stock?
The largest holders of DFSB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for DIM GLB SUSTAIN FIX INC ETF (DFSB).
Is DFSB widely held by superinvestors?
Many widely followed stocks like DFSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly DFSB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.