AA Financial Advisors
DFSB icon

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
Q3 		$2.38M Buy
48,123
+5,841
+14% +$297K 0.28% 66
2026
Q2 		$2.2M Sell
42,282
-507
-1% -$26.4K 0.27% 69
2026
Q1 		$2.21M Buy
+42,789
New +$2.23M 0.31% 66

Other funds holding DFSB

Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return
Allodium Investment Consultants
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Beacon Hill Wealth Management
Beacon Hill Wealth Management Victoria $164M AUM

AA Financial Advisors's DFSB Position: Q3 2026 in Review

AA Financial Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 14% in Q3 2026, buying an estimated $297K and bringing the position to 48,123 shares worth $2.38M. The position accounts for 0.28% of the portfolio, ranked #66.

AA Financial Advisors first reported a position in DFSB in Q1 2026 and has held it in 3 quarters since. 37 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • AA Financial Advisors held 48,123 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.38M as of Q3 2026.
  • AA Financial Advisors bought 5,841 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $297K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.28% of AA Financial Advisors's portfolio in Q3 2026, its #66 holding.
  • AA Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 37 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on AA Financial Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.