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 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

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

LFA

Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

CAM

Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Apella Capital's DFSB Position: Q2 2026 in Review

Apella Capital increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 14% in Q2 2026, buying an estimated $1.16M and bringing the position to 181,331 shares worth $9.4M. The position accounts for 0.13% of the portfolio, ranked #120.

Apella Capital first reported a position in DFSB in Q3 2023 and has held it in 12 quarters since. 25 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Apella Capital held 181,331 shares of Dimensional Global Sustainability Fixed Income ETF worth $9.4M as of Q2 2026.
Apella Capital bought 22,285 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $1.16M.
Dimensional Global Sustainability Fixed Income ETF made up 0.13% of Apella Capital's portfolio in Q2 2026, its #120 holding.
Apella Capital first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
25 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.