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DFSB icon

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

Allworth Financial’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 		$3.28K Hold
63
– – ﹤0.01% 4171
2025
Q4 		$3.28K Buy
63
+2
+3% +$106 ﹤0.01% 3932
2025
Q3 		$3.27K Hold
61
– – ﹤0.01% 3782
2025
Q2 		$3.21K Hold
61
– – ﹤0.01% 3498
2025
Q1 		$3.16K Hold
61
– – ﹤0.01% 3017
2024
Q4 		$3.12K Buy
61
+1
+2% +$52 ﹤0.01% 2975
2024
Q3 		$3.18K Hold
60
– – ﹤0.01% 2764
2024
Q2 		$3.07K Buy
+60
New +$3.06K ﹤0.01% 2732

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

Allworth Financial's DFSB Position: Q1 2026 in Review

Allworth Financial held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 63 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #4171.

Allworth Financial first reported a position in DFSB in Q2 2024 and has held it in 8 quarters since. The position peaked at $3.28K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Allworth Financial held 63 shares of Dimensional Global Sustainability Fixed Income ETF worth $3.28K as of Q1 2026.
  • Allworth Financial left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4171 holding.
  • Allworth Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • Allworth Financial's Dimensional Global Sustainability Fixed Income ETF position peaked at $3.28K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.