Apella Capital
DFSB icon

Apella Capital’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Apella Capital’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
Q3 		$9.7M Buy
194,439
+13,108
+7% +$666K 0.12% 125
2026
Q2 		$9.4M Buy
181,331
+22,285
+14% +$1.16M 0.13% 120
2026
Q1 		$8.31M Buy
159,046
+30,491
+24% +$1.59M 0.12% 127
2025
Q4 		$6.66M Buy
128,555
+19,106
+17% +$1.01M 0.13% 118
2025
Q3 		$5.89M Buy
109,449
+23,790
+28% +$1.25M 0.13% 114
2025
Q2 		$4.47M Buy
85,659
+7,019
+9% +$362K 0.12% 115
2025
Q1 		$4.01M Buy
78,640
+11,363
+17% +$582K 0.14% 100
2024
Q4 		$3.43M Buy
67,277
+10,474
+18% +$546K 0.13% 94
2024
Q3 		$3.02M Buy
56,803
+5,358
+10% +$280K 0.12% 89
2024
Q2 		$2.64M Buy
51,445
+11,860
+30% +$606K 0.12% 89
2024
Q1 		$2.03M Buy
39,585
+27,327
+223% +$1.41M 0.1% 94
2023
Q4 		$631K Buy
12,258
+8,028
+190% +$403K 0.04% 171
2023
Q3 		$211K Buy
+4,230
New +$215K 0.01% 246

Other funds holding DFSB

PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Apella Capital's DFSB Position: Q3 2026 in Review

Apella Capital increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 7.2% in Q3 2026, buying an estimated $666K and bringing the position to 194,439 shares worth $9.7M. The position accounts for 0.12% of the portfolio, ranked #125.

Apella Capital first reported a position in DFSB in Q3 2023 and has held it in 13 quarters since. 28 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Apella Capital held 194,439 shares of Dimensional Global Sustainability Fixed Income ETF worth $9.7M as of Q3 2026.
  • Apella Capital bought 13,108 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $666K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.12% of Apella Capital's portfolio in Q3 2026, its #125 holding.
  • Apella Capital first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 13 quarters since.
  • 28 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.