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AA Financial Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

AA Financial Advisors’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.21M Buy
+42,789
New +$2.23M 0.31% 66

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

AA Financial Advisors's DFSB Position: Q1 2026 in Review

AA Financial Advisors opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2026: 42,789 shares worth $2.21M. The stake represents 0.31% of the portfolio and ranks #66 among its holdings.

118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • AA Financial Advisors held 42,789 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.21M as of Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF was a new AA Financial Advisors position in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.31% of AA Financial Advisors's portfolio in Q1 2026, its #66 holding.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on AA Financial Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.