Who Owns DFA Dimensional Glbl Sustainability Fx Inc ETF (DFSB)? -- Institutional Holders (2026-06-30)

128 institutions reported holding $559.9M of DFA Dimensional Glbl Sustainability Fx Inc ETF (DFSB) in SEC 13F filings for 2026-06-30. Largest institutional holders: Abacus Wealth Partners, LLC ($150.2M), MASECO LLP ($100.1M), MERCER GLOBAL ADVISORS INC /ADV ($52.5M), Quantum Financial Advisors, LLC ($28.2M), Simplicity Wealth,LLC ($15.1M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	Abacus Wealth Partners, LLC	$150.2M	2.9M	Added
2	MASECO LLP	$100.1M	1.9M	Added
3	MERCER GLOBAL ADVISORS INC /ADV	$52.5M	1.0M	Added
4	Quantum Financial Advisors, LLC	$28.2M	540,560	Added
5	Simplicity Wealth,LLC	$15.1M	290,108	Added
6	SEI INVESTMENTS CO	$14.9M	285,526	Added
7	SEEDS INVESTOR LLC	$13.5M	258,358	Added
8	Miracle Mile Advisors, LLC	$12.6M	241,479	Trimmed
9	Parkshore Wealth Management, Inc.	$12.3M	235,814	Added
10	Planning Center, Inc.	$10.1M	193,316	Added
11	Momentous Wealth Management, Inc.	$9.9M	189,457	Added
12	Apella Capital, LLC	$9.4M	181,331	Added
13	Citrine Capital LLC	$8.6M	164,174	Trimmed
14	Corient Private Wealth LLC	$7.1M	135,845	Added
15	Shira Ridge Wealth Management	$6.6M	126,923	New
16	Allodium Investment Consultants, LLC	$5.8M	110,544	Added
17	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$5.3M	101,695	Added
18	Focus Partners Advisor Solutions, LLC	$4.9M	94,318	Added
19	OneDigital Investment Advisors LLC	$4.8M	92,956	Added
20	Beacon Pointe Advisors, LLC	$4.8M	92,724	Added
21	CITADEL ADVISORS LLC	$4.7M	90,070	New
22	Clarity Wealth Development LLC	$3.8M	72,072	New
23	RAM Investment Partners, LLC	$3.2M	62,167	Trimmed
24	Betterment LLC	$3.0M	58,449	Added
25	LPL Financial LLC	$2.6M	49,833	Added

来源：SEC 13F 申报文件 · 截至 2026-06-30