DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

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DFSB·25434V674·US·ETF·Unknown - Unknown

DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF) is held by 23 institutional investors as of Q2 2026. Largest holders: MERCER GLOBAL ADVISORS INC /ADV ($52.5M), SEI INVESTMENTS CO ($14.9M), Corient Private Wealth LP ($7.1M). Net institutional sentiment: Bullish.

23

Holders

(3 Elite)

$103.7M

Total Value

83% (24)

Consensus

20 buying - 4 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)69

Insider (Form 4)25

Activist (13D/13G)59

Congressional (STOCK Act)74

Holder Quality

88

★★★★★

Elite

38

★★★★

Strong

16

★★★

Solid

54

★★

Below

23

★

Weak

Held by 23 funds

3 elite

Who's Trading

Source dates: Price Aug 27, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for DFSB.

Top Holders

Top Holders (23)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	1M(+19.6%)	$52.5M	0.1%	+0.64%	35
SEI INVESTMENTS CO	Increased	285,526(+9.3%)	$14.9M	0.0%	+4.32%	31
Corient Private Wealth LP	Increased	135,845(+8.2%)	$7.1M	0.0%	+3.16%	30
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Increased	101,695(+7.4%)	$5.3M	0.0%	+5.90%	29
OneDigital Investment Advisors LLC	Increased	92,956(+20.2%)	$4.8M	0.0%	+4.11%	32
CITADEL ADVISORS LLC	New	90,070	$4.7M	0.0%	-1.09%	37
LPL Financial LLC	Increased	49,833(+2.8%)	$2.6M	0.0%	+4.90%	27
Farther Finance Advisors, LLC	Decreased	44,191(-5.4%)	$2.3M	0.0%	+0.97%	0
Sequoia Financial Advisors, LLC	Increased	36,340(+38.6%)	$1.9M	0.0%	+1.58%	34
OSAIC HOLDINGS, INC.	Increased	31,001(+55.9%)	$1.6M	0.0%	+1.04%	36
JANE STREET GROUP, LLC	Increased	27,687(+129.1%)	$1.4M	0.0%	-0.19%	41
COMMONWEALTH EQUITY SERVICES, LLC	Increased	20,479(+0.6%)	$1.1M	0.0%	+11.72%	25
HighTower Advisors, LLC	Increased	19,418(+0.1%)	$1M	0.0%	+6.93%	25
Private Advisor Group, LLC	Increased	12,285(+11.4%)	$640,188	0.0%	+6.54%	27
Kestra Advisory Services, LLC	Increased	9,607(+2.2%)	$500,634	0.0%	+5.32%	25
Creative Planning	Increased	8,119(+35.5%)	$423,056	0.0%	+1.44%	31
ROYAL BANK OF CANADA	Unchanged	5,702	$297,000	0.0%	+0.66%	0
ENVESTNET ASSET MANAGEMENT INC	Increased	5,183(+6.3%)	$270,109	0.0%	+0.56%	25
NewEdge Advisors, LLC	Decreased	3,884(-56.3%)	$202,395	0.0%	+7.07%	0
BANK OF MONTREAL /CAN/	Increased	3,031(+132.3%)	$157,945	0.0%	-0.20%	36

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DFSBDIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer