DFSB · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFSB)
Who is buying and selling DFSB: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 34
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFSB at a glance
- No open-market insider purchases or sales of DFSB were filed in the last 90 days.
- 34 13F filers hold DFSB among their 50 largest positions, worth $386.4M combined. The biggest bets by portfolio weight are Abacus Wealth Partners, LLC (15.8%), Momentous Wealth Management, Inc. (5.2%) and Clarity Wealth Development LLC (4.5%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
- No member of Congress has disclosed a trade in DFSB.
DFSB insider trading
No open-market insider purchases or sales of DFSB were filed in the last 90 days.
Who owns DFSB? Hedge funds and superinvestors
34 13F filers hold DFSB among their 50 largest positions, worth $386.4M combined. The biggest bets by portfolio weight are Abacus Wealth Partners, LLC (15.8%), Momentous Wealth Management, Inc. (5.2%) and Clarity Wealth Development LLC (4.5%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Abacus Wealth Partners, LLCWealth manager | 15.8% | $150.2M | 2,882,992 | +10.5% shares | Q2 2026 |
| Maseco LLPWealth manager | 2.8% | $101.2M | 2,041,580 | +6.2% shares | Q3 2026 |
| Quantum Financial Advisors, LLCInstitutional asset manager | 2.8% | $28.2M | 540,560 | +2.7% shares | Q2 2026 |
| Seeds Investor LLCWealth manager | 1.4% | $13.5M | 258,358 | +0.6% shares | Q2 2026 |
| Parkshore Wealth Management, Inc.Wealth manager | 3.3% | $12.9M | 259,338 | +10.0% shares | Q3 2026 |
| Momentous Wealth Management, Inc.Wealth manager | 5.2% | $10.7M | 216,808 | +14.4% shares | Q3 2026 |
| Planning Center, Inc.Wealth manager | 1.0% | $10.1M | 193,316 | +2.3% shares | Q2 2026 |
| Shira Ridge Wealth ManagementWealth manager | 3.5% | $10.1M | 203,256 | +60.1% shares | Q3 2026 |
| Citrine Capital LLCWealth manager | 2.9% | $8.6M | 172,560 | +5.1% shares | Q3 2026 |
| Clarity Wealth Development LLCWealth manager | 4.5% | $7.9M | 159,833 | +121.8% shares | Q3 2026 |
| Allodium Investment Consultants, LLCWealth manager | 2.5% | $6.0M | 120,462 | +9.0% shares | Q3 2026 |
| RAM Investment Partners, LLCWealth manager | 0.5% | $2.9M | 59,430 | -4.4% shares | Q3 2026 |
| Beacon Hill Wealth Management Ltd.Wealth manager | 1.5% | $2.4M | 48,854 | +9.9% shares | Q3 2026 |
| Wheels Up Wealth, Inc.Wealth manager | 2.0% | $2.4M | 47,922 | +51.7% shares | Q3 2026 |
| Equita Financial Network, Inc.Wealth manager | 0.5% | $1.8M | 36,503 | — | Q3 2026 |
| von Borstel & Associates, Inc.Wealth manager | 0.4% | $1.8M | 34,250 | +99.1% shares | Q2 2026 |
| Creative Capital Management Investments LLCWealth manager | 0.4% | $1.8M | 35,849 | +4.7% shares | Q3 2026 |
| Babb Wealth Advisors LLCWealth manager | 0.7% | $1.5M | 28,869 | +14.0% shares | Q2 2026 |
| Wealth Advisors Northwest LLCWealth manager | 0.4% | $1.2M | 24,595 | +16.2% shares | Q3 2026 |
| RW Investment Management LLCWealth manager | 0.1% | $1.2M | 22,272 | +0.3% shares | Q2 2026 |
| Curio Wealth, LLCWealth manager | 0.3% | $1.1M | 21,108 | +1.4% shares | Q2 2026 |
| Broadhurst Jeffrey BInvestment manager | 2.0% | $925K | 17,750 | -60.4% shares | Q2 2026 |
| Flagstone Financial ManagementWealth manager | 0.2% | $901K | 17,292 | +0.9% shares | Q2 2026 |
| BetterWealth, LLCWealth manager | 0.1% | $849K | 17,134 | +0.5% shares | Q3 2026 |
| Petersen Hastings Wealth Advisors Inc.Wealth manager | 0.1% | $831K | 16,778 | +25.2% shares | Q3 2026 |
| McCartney Wealth Management LLCWealth manager | 0.6% | $831K | 15,943 | +14.2% shares | Q2 2026 |
| Professional Financial Solutions LLC /advInvestment manager | 0.6% | $755K | 14,486 | +1.4% shares | Q2 2026 |
| Clarity Asset Management, Inc.Wealth manager | 0.4% | $752K | 15,182 | +1.7% shares | Q3 2026 |
| Verisail Partners, LLCWealth manager | 0.3% | $682K | 13,764 | +2.5% shares | Q3 2026 |
| DiNuzzo Private Wealth, Inc.Wealth manager | 0.1% | $667K | 13,453 | +2.5% shares | Q3 2026 |
The 30 largest of 34 positions, by value. Each manager counts with its latest 13F (Q3 2026: 20, Q2 2026: 14). Screen DFSB in the grand portfolio →
DFSB stock trades by members of Congress
No member of Congress has disclosed a trade in DFSB.
DFSB questions and answers
Are insiders buying DFSB stock?
No open-market insider purchases or sales of DFSB were filed in the last 90 days.
Which hedge funds own DFSB?
34 13F filers hold DFSB among their 50 largest positions, worth $386.4M combined. The biggest bets by portfolio weight are Abacus Wealth Partners, LLC (15.8%), Momentous Wealth Management, Inc. (5.2%) and Clarity Wealth Development LLC (4.5%). In their latest 13Fs, 1 manager opened a new position and 16 added to one.
Has Congress traded DFSB?
No member of Congress has disclosed a trade in DFSB.
Who is the largest holder of DFSB?
Among 13F filers, Abacus Wealth Partners, LLC reports the largest DFSB position, $150.2M (2,882,992 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Abacus Wealth Partners, LLC's: 15.8% of its portfolio.
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