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

Altiora Financial Group’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
2025 Q3	–	Sell	-10,000	Closed	-$524K	–	96
2025 Q2	$524K	Hold	10,000	–	–	0.1%	62
2025 Q1	$515K	Hold	10,000	–	–	0.11%	64
2024 Q4	$509K	Hold	10,000	–	–	0.11%	69
2024 Q3	$532K	Hold	10,000	–	–	0.12%	68
2024 Q2	$511K	Buy	+10,000	New	+$511K	0.12%	62

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 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

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

MWM

Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 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

Altiora Financial Group's DFSB Position: Q3 2025 in Review

Altiora Financial Group sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q3 2025, closing a stake of 10,000 shares — an estimated $524K sold.

Altiora Financial Group first reported a position in DFSB in Q2 2024 and held it in 5 quarters. The position peaked at $532K in Q3 2024. 96 funds tracked by Wall St. Rank hold DFSB as of Q3 2025.

Altiora Financial Group reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
Altiora Financial Group sold 10,000 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2025, an estimated $524K.
Altiora Financial Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and held it in 5 quarters.
Altiora Financial Group's Dimensional Global Sustainability Fixed Income ETF position peaked at $532K in Q3 2024.
96 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2025.

Based on Altiora Financial Group's 13F filing for Q3 2025, filed 5 Nov 2025.