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DIM GLB Sustain FIX Inc ETF (DFSB)

CUSIP: 25434V674 | NYSE | 174 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Abacus Wealth Partners, LLC3,172,806
17.7% of portfolio›$157.2M
Maseco LLP2,041,580
2.8% of portfolio›$101.2M
Quantum Financial Advisors, LLC594,604
2.8% of portfolio›$29.5M
Simplicity Wealth,LLC301,678
0.4% of portfolio›$14.9M
Parkshore Wealth Management, Inc.259,338
3.3% of portfolio›$12.9M
Momentous Wealth Management, Inc.216,808
5.2% of portfolio›$10.7M
Shira Ridge Wealth Management203,256
3.5% of portfolio›$10.1M
Apella Capital, LLC194,439
0.1% of portfolio›$9.7M
Citrine Capital LLC172,560
2.9% of portfolio›$8.6M
Clarity Wealth Development LLC159,833
4.5% of portfolio›$7.9M
Allodium Investment Consultants, LLC120,462
2.5% of portfolio›$6.0M
Wealth Enhancement Advisory Services, LLC102,348
0.0% of portfolio›$5.1M
RAM Investment Partners, LLC59,430
0.5% of portfolio›$2.9M
Summit Wealth Group LLC / Co49,307
0.2% of portfolio›$2.4M
Beacon Hill Wealth Management Ltd.48,854
1.5% of portfolio›$2.4M
AA Financial Advisors, LLC48,123
0.3% of portfolio›$2.4M
Wheels Up Wealth, Inc.47,922
2.0% of portfolio›$2.4M
Equita Financial Network, Inc.36,503
0.5% of portfolio›$1.8M
Creative Capital Management Investments LLC35,849
0.4% of portfolio›$1.8M
Babb Wealth Advisors LLC35,287
0.8% of portfolio›$1.7M
Vise Technologies, Inc.33,132
0.0% of portfolio›$1.6M
Destiny Wealth Partners, LLC32,597
0.2% of portfolio›$1.6M
Farther Finance Advisors, LLC30,135
0.0% of portfolio›$1.5M
Root Financial Partners, LLC29,398
0.0% of portfolio›$1.5M
Samalin Investment Counsel, LLC28,885
0.4% of portfolio›$1.4M
Tanager Wealth Management LLP27,172
0.1% of portfolio›$1.3M
Wealth Advisors Northwest LLC24,595
0.4% of portfolio›$1.2M
RW Investment Management LLC22,005
0.1% of portfolio›$1.1M
Commonwealth Equity Services, LLC21,780
0.0% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.18,634
0.0% of portfolio›$923.0K
Flagstone Financial Management17,664
0.2% of portfolio›$875.2K
BetterWealth, LLC17,134
0.1% of portfolio›$849.0K
Modera Wealth Management, LLC17,096
0.0% of portfolio›$847.1K
Skyline Advisors, Inc.16,871
0.3% of portfolio›$836.0K
Petersen Hastings Wealth Advisors Inc.16,778
0.1% of portfolio›$831.3K
Clarity Asset Management, Inc.15,182
0.4% of portfolio›$752.3K
Verisail Partners, LLC13,764
0.3% of portfolio›$682.0K
DiNuzzo Private Wealth, Inc.13,453
0.1% of portfolio›$666.6K
Krilogy Financial LLC13,378
0.0% of portfolio›$666.6K
Vestment Financial LLC12,175
0.3% of portfolio›$601.8K
Freedom Day Solutions, LLC11,663
0.1% of portfolio›$577.9K
Fiduciary Financial Group, LLC9,881
0.1% of portfolio›$489.6K
Kestra Advisory Services, LLC9,691
0.0% of portfolio›$480.2K
Rossby Financial, LCC9,061
0.1% of portfolio›$448.9K
Mission Wealth Management, LP8,614
0.0% of portfolio›$426.8K
Ballast Rock Private Wealth LLC8,139
0.2% of portfolio›$403.3K
Shore Point Advisors, LLC7,996
0.1% of portfolio›$396.2K
Wealthcare Advisory Partners LLC7,817
0.0% of portfolio›$387.3K
Stewardship Advisors, LLC7,732
0.1% of portfolio›$383.1K
Level Financial Advisors7,691
0.1% of portfolio›$381.1K
Creative Planning7,628
0.0% of portfolio›$378.0K
XY Planning Network, Inc.7,053
0.0% of portfolio›$349.5K
Greenspring Advisors, LLC5,306
0.0% of portfolio›$262.9K
Washington Trust Advisors, Inc.4,653
0.0% of portfolio›$230.6K
MLG Wealth Management DBA Pine Grove Financial Group4,566
0.0% of portfolio›$226.3K
EnRich Financial Partners LLC4,417
0.1% of portfolio›$218.9K
JFS Wealth Advisors, LLC4,394
0.0% of portfolio›$217.7K
Signature Resources Capital Management, LLC4,394
0.1% of portfolio›$217.7K
Sprinkle Financial Consultants LLC4,190
0.1% of portfolio›$207.6K
Envision Financial LLC4,115
0.1% of portfolio›$203.9K
Concord Wealth Partners3,429
0.0% of portfolio›$169.9K
Glass Jacobson Investment Advisors llc2,401
0.0% of portfolio›$119.0K
US Bancorp \de\1,534
0.0% of portfolio›$76.0K
Elevate Wealth Advisory, Inc907
0.0% of portfolio›$44.9K
Elevation Wealth Partners, LLC899
0.0% of portfolio›$44.5K
IFP Advisors, Inc769
0.0% of portfolio›$38.1K
SYM Financial Corp682
0.0% of portfolio›$33.8K
Jnba Financial Advisors474
0.0% of portfolio›$23.5K
Hazlett, Burt & Watson, Inc.102
0.0% of portfolio›$5
StyleTurnoverLocationFiled
Abacus Wealth Partners, LLC
3,172,806$157.2M17.7%ETFLowSanta Monica, CA2026-11-03
Maseco LLP
2,041,580$101.2M2.8%ETFVery LowLondon, United Kingdom2026-10-27
Quantum Financial Advisors, LLC
594,604$29.5M2.8%ETFLowSanta Monica, CA2026-11-03
Simplicity Wealth,LLC
301,678$14.9M0.4%ETFLowSummit, NJ2026-10-23
Parkshore Wealth Management, Inc.
259,338$12.9M3.3%ETFLowGranite Bay, CA2026-10-13
Momentous Wealth Management, Inc.
216,808$10.7M5.2%ETFVery LowVancouver, WA2026-10-21
Shira Ridge Wealth Management
203,256$10.1M3.5%ETFLowLarkspur, CA2026-10-09
Apella Capital, LLC
194,439$9.7M0.1%ETFVery LowWest Hartford, CT2026-10-08
Citrine Capital LLC
172,560$8.6M2.9%ETFVery LowSan Francisco, CA2026-10-14
Clarity Wealth Development LLC
159,833$7.9M4.5%ETFLowCorvallis, OR2026-10-22
Allodium Investment Consultants, LLC
120,462$6.0M2.5%ETFVery LowMinneapolis, MN2026-10-14
Wealth Enhancement Advisory Services, LLC
102,348$5.1M0.0%CoreLowPlymouth, MN2026-10-13
RAM Investment Partners, LLC
59,430$2.9M0.5%ETFLowBellevue, WA2026-10-21
Summit Wealth Group LLC / Co
49,307$2.4M0.2%ETFHighColorado Springs, CO2026-10-29
Beacon Hill Wealth Management Ltd.
48,854$2.4M1.5%ETFN/AVictoria, UAE2026-10-21
AA Financial Advisors, LLC
48,123$2.4M0.3%ETFMediumColumbus, OH2026-10-19
Wheels Up Wealth, Inc.
47,922$2.4M2.0%ETFVery LowBenicia, CA2026-10-27
Equita Financial Network, Inc.
36,503$1.8M0.5%ETFLowFort Washington, PA2026-10-19
Creative Capital Management Investments LLC
35,849$1.8M0.4%ETFLowSan Diego, CA2026-10-28
Babb Wealth Advisors LLC
35,287$1.7M0.8%ETFVery LowFlagstaff, AZ2026-10-30
Vise Technologies, Inc.
33,132$1.6M0.0%IndexLowNew York, NY2026-10-29
Destiny Wealth Partners, LLC
32,597$1.6M0.2%ETFMediumTavares, FL2026-11-05
Farther Finance Advisors, LLC
30,135$1.5M0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
29,398$1.5M0.0%ETFMediumEncinitas, CA2026-10-21
Samalin Investment Counsel, LLC
28,885$1.4M0.4%YieldMediumChappaqua, NY2026-10-23
Tanager Wealth Management LLP
27,172$1.3M0.1%ETFLowGoring On Thames, United Kingdom2026-10-19
Wealth Advisors Northwest LLC
24,595$1.2M0.4%ETFLowPortland, OR2026-10-29
RW Investment Management LLC
22,005$1.1M0.1%ETFLowEagle, ID2026-11-03
Commonwealth Equity Services, LLC
21,780$1.1M0.0%ETFLowWaltham, MA2026-11-02
Cambridge Investment Research Advisors, Inc.
18,634$923.0K0.0%ETFLowFairfield, IA2026-11-02
Flagstone Financial Management
17,664$875.2K0.2%ETFVery LowLincoln, NE2026-11-05
BetterWealth, LLC
17,134$849.0K0.1%ETFVery LowSan Jose, CA2026-10-15
Modera Wealth Management, LLC
17,096$847.1K0.0%ETFVery LowWestwood, NJ2026-10-28
Skyline Advisors, Inc.
16,871$836.0K0.3%ETFMediumBellingham, WA2026-11-03
Petersen Hastings Wealth Advisors Inc.
16,778$831.3K0.1%ETFLowKennewick, WA2026-10-27
Clarity Asset Management, Inc.
15,182$752.3K0.4%ETFHighAmes, IA2026-10-14
Verisail Partners, LLC
13,764$682.0K0.3%ETFVery LowChamblee, GA2026-10-19
DiNuzzo Private Wealth, Inc.
13,453$666.6K0.1%ETFLowBeaver, PA2026-10-16
Krilogy Financial LLC
13,378$666.6K0.0%GrowthLowSt. Louis, MO2026-10-13
Vestment Financial LLC
12,175$601.8K0.3%ETFVery LowChanhassen, MN2026-10-13
Freedom Day Solutions, LLC
11,663$577.9K0.1%CoreLowHouston, TX2026-10-20
Fiduciary Financial Group, LLC
9,881$489.6K0.1%ETFLowSan Rafael, CA2026-10-13
Kestra Advisory Services, LLC
9,691$480.2K0.0%CoreLowAustin, TX2026-11-02
Rossby Financial, LCC
9,061$448.9K0.1%ETFMediumMelbourne, FL2026-11-05
Mission Wealth Management, LP
8,614$426.8K0.0%ETFLowSanta Barbara, CA2026-10-15
Ballast Rock Private Wealth LLC
8,139$403.3K0.2%ETFMediumCharleston, SC2026-10-26
Shore Point Advisors, LLC
7,996$396.2K0.1%ETFLowBrielle, NJ2026-10-14
Wealthcare Advisory Partners LLC
7,817$387.3K0.0%ETFLowWest Chester, PA2026-10-21
Stewardship Advisors, LLC
7,732$383.1K0.1%ETFMediumMount Joy, PA2026-10-20
Level Financial Advisors
7,691$381.1K0.1%ETFLowEast Amherst, NY2026-10-13
Creative Planning
7,628$378.0K0.0%IndexVery LowOverland Park, KS2026-11-02
XY Planning Network, Inc.
7,053$349.5K0.0%ETFLowBozeman, MT2026-10-14
Greenspring Advisors, LLC
5,306$262.9K0.0%ETFVery LowTowson, MD2026-11-05
Washington Trust Advisors, Inc.
4,653$230.6K0.0%GrowthLowWellesley, MA2026-10-22
MLG Wealth Management DBA Pine Grove Financial Group
4,566$226.3K0.0%ETFMediumWoodbury, MN2026-10-13
EnRich Financial Partners LLC
4,417$218.9K0.1%ETFVery LowMadison, WI2026-10-21
JFS Wealth Advisors, LLC
4,394$217.7K0.0%ETFVery LowHermitage, PA2026-11-03
Signature Resources Capital Management, LLC
4,394$217.7K0.1%ETFLowNewport Beach, CA2026-10-16
Sprinkle Financial Consultants LLC
4,190$207.6K0.1%ETFLowLittleton, CO2026-10-09
Envision Financial LLC
4,115$203.9K0.1%ETFLowBrookfield, WI2026-10-15
Concord Wealth Partners
3,429$169.9K0.0%GrowthLowAbingdon, VA2026-11-02
Glass Jacobson Investment Advisors llc
2,401$119.0K0.0%ETFLowOwings Mills, MD2026-10-26
US Bancorp \de\
1,534$76.0K0.0%IndexLowMinneapolis, MN2026-11-05
Elevate Wealth Advisory, Inc
907$44.9K0.0%ETFVery LowAthens, GA2026-10-29
Elevation Wealth Partners, LLC
899$44.5K0.0%ETFLowWalnut Creek, CA2026-10-07
IFP Advisors, Inc
769$38.1K0.0%GrowthLowTampa, FL2026-10-16
SYM Financial Corp
682$33.8K0.0%ETFVery LowWinona Lake, IN2026-10-26
Jnba Financial Advisors
474$23.5K0.0%ETFMediumBloomington, MN2026-11-03
Hazlett, Burt & Watson, Inc.
102$50.0%CoreVery LowWheeling, WV2026-11-04