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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
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

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

AA Financial Advisors's DFSB Position: Q2 2026 in Review

AA Financial Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.2% in Q2 2026, selling an estimated $26.4K and leaving 42,282 shares worth $2.2M. The position accounts for 0.27% of the portfolio, ranked #69.

AA Financial Advisors first reported a position in DFSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.21M in Q1 2026. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • AA Financial Advisors held 42,282 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.2M as of Q2 2026.
  • AA Financial Advisors sold 507 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $26.4K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.27% of AA Financial Advisors's portfolio in Q2 2026, its #69 holding.
  • AA Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • AA Financial Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $2.21M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on AA Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.