Public ownership evidence

Dimensional Global Sustainability Fixed Income ETF (DFSB) Ownership Disclosures

Read DFSB insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Dimensional Global Sustainability Fixed Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Corient Private Wealth LP
Report period
2026-06-30
Available
2026-08-28
Reported shares
135,845
Value (USD)
$7,078,896
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001948780-26-000011
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read DFSB fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read DFSB fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Corient Private Wealth LP2026-06-302026-08-28135,845$7,078,896None
MLG Wealth Management DBA Pine Grove Financial Group2025-12-312026-08-264,458$230,940None
Rehmann Capital Advisory Group2026-06-302026-08-2117,133$892,800None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-201,006,647$52,456,350None
Beacon Pointe Advisors, LLC2026-06-302026-08-1992,724$4,831,869None
Orion Capital Management LLC2026-06-302026-08-192,043$106,480None
E-Wealth Partners, LLC2026-06-302026-08-185,494$286,296None
Corient Private Wealth LP2026-06-302026-08-18135,845$7,078,896None
Financial Plan, Inc.2026-06-302026-08-156,902$359,663None
SEI INVESTMENTS CO2026-06-302026-08-15285,526$14,878,770None
Babb Wealth Advisors LLC2026-06-302026-08-1528,869$1,504,364None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,245$481,757None
OSAIC HOLDINGS, INC.2026-06-302026-08-1517,718$923,285None
OSAIC HOLDINGS, INC.2026-06-302026-08-154,038$210,420None
Betterment LLC2026-06-302026-08-1558,449$3,046,000None
JANE STREET GROUP, LLC2026-06-302026-08-1527,687$1,442,770None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,248$169,244None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,354$70,557None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15902$47,003None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15424$22,095None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15413$21,521None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15654$34,080None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-1520$1,042None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-151,112$57,946None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15423$22,043None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15660$34,340None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-152,672$139,238None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15236$12,246None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-154,533$236,215None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-15118$6,140None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-155,600$291,816None
FIDUCIARY FINANCIAL ADVISORS2026-06-302026-08-153,373$175,767None
CARDIFF PARK ADVISORS, LLC2026-06-302026-08-152,161$112,611None
ELEVATE WEALTH ADVISORY, INC2026-06-302026-08-15907$47,264None
ROYAL BANK OF CANADA2026-06-302026-08-155,702$297,000None
CITADEL ADVISORS LLC2026-06-302026-08-1590,070$4,693,548None
von Borstel & Associates, Inc.2026-06-302026-08-1434,250$1,784,000None
Ariadne Wealth Management, LP2026-06-302026-08-144,666$243,167None
Creative Planning2026-06-302026-08-148,119$423,056None
Fortis Capital Management LLC2026-06-302026-08-146,487$338,038None
COMPASS CAPITAL CORP /MA/ /ADV2026-06-302026-08-147,460$380,311None
Broadhurst Jeffrey B2026-06-302026-08-138,875$462,476None
Broadhurst Jeffrey B2026-06-302026-08-138,875$462,476None
SEEDS INVESTOR LLC2026-06-302026-08-13258,358$13,463,051None
Corient Private Wealth LP2026-06-302026-08-13135,845$7,078,896None
Coston, McIsaac & Partners2026-06-302026-08-133,531$184,000None
NewEdge Advisors, LLC2026-06-302026-08-133,884$202,395None
BANK OF MONTREAL /CAN/2026-06-302026-08-133,031$157,945None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-13836$43,564None
JPMORGAN CHASE & CO2026-06-302026-08-13172$8,989None

90-day public filing window, up to 50 source positions.

Corient Private Wealth LP ↗MLG Wealth Management DBA Pine Grove Financial Group ↗Rehmann Capital Advisory Group ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Orion Capital Management LLC ↗E-Wealth Partners, LLC ↗Corient Private Wealth LP ↗Financial Plan, Inc. ↗SEI INVESTMENTS CO ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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