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Action Point Financial Planning’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Action Point Financial Planning’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 		$1.34M Buy
25,742
+20,142
+360% +$1.05M 0.14% 143
2026
Q1 		$290K Buy
+5,600
New +$292K 0.26% 49

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

Action Point Financial Planning's DFSB Position: Q2 2026 in Review

Action Point Financial Planning increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 360% in Q2 2026, buying an estimated $1.05M and bringing the position to 25,742 shares worth $1.34M. The position accounts for 0.14% of the portfolio, ranked #143.

Action Point Financial Planning first reported a position in DFSB in Q1 2026 and has held it in 2 quarters since. 121 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Action Point Financial Planning held 25,742 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.34M as of Q2 2026.
  • Action Point Financial Planning bought 20,142 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $1.05M.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.14% of Action Point Financial Planning's portfolio in Q2 2026, its #143 holding.
  • Action Point Financial Planning first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 121 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.