AIC
DFSB icon

Allodium Investment Consultants’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Allodium Investment Consultants’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 		$5.76M Buy
110,544
+5,826
+6% +$303K 2.45% 12
2026
Q1 		$5.42M Buy
104,718
+17,840
+21% +$929K 2.59% 12
2025
Q4 		$4.5M Buy
86,878
+2,316
+3% +$122K 2.28% 12
2025
Q3 		$4.5M Buy
84,562
+8,453
+11% +$445K 2.54% 12
2025
Q2 		$3.99M Buy
76,109
+10,246
+16% +$528K 2.53% 12
2025
Q1 		$3.39M Buy
65,863
+14,222
+28% +$728K 2.5% 12
2024
Q4 		$2.63M Buy
+51,641
New +$2.69M 2.2% 13

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 $80B AUM 26.12% 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
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
MWM
Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Allodium Investment Consultants's DFSB Position: Q2 2026 in Review

Allodium Investment Consultants increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 5.6% in Q2 2026, buying an estimated $303K and bringing the position to 110,544 shares worth $5.76M. The position accounts for 2.45% of the portfolio, ranked #12.

Allodium Investment Consultants first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. 95 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Allodium Investment Consultants held 110,544 shares of Dimensional Global Sustainability Fixed Income ETF worth $5.76M as of Q2 2026.
  • Allodium Investment Consultants bought 5,826 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $303K.
  • Dimensional Global Sustainability Fixed Income ETF made up 2.45% of Allodium Investment Consultants's portfolio in Q2 2026, its #12 holding.
  • Allodium Investment Consultants first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 95 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Allodium Investment Consultants's 13F filing for Q2 2026, filed 14 Jul 2026.