Archer Investment Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Archer Investment Management’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	–	Sell	-71,624	Closed	-$3.71M	–	115
2025 Q4	$3.71M	Sell	71,624 -17,510	-20%	-$924K	2%	17
2025 Q3	$4.75M	Buy	89,134 +2,494	+3%	+$131K	2.92%	14
2025 Q2	$4.54M	Buy	86,640 +1,334	+2%	+$68.8K	3.3%	10
2025 Q1	$4.39M	Sell	85,306 -3,975	-4%	-$204K	3.04%	10
2024 Q4	$4.55M	Buy	+89,281	New	+$4.65M	2.8%	12

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

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

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

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

Archer Investment Management's DFSB Position: Q1 2026 in Review

Archer Investment Management sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2026, closing a stake of 71,624 shares — an estimated $3.71M sold.

Archer Investment Management first reported a position in DFSB in Q4 2024 and held it in 5 quarters. The position peaked at $4.75M in Q3 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Archer Investment Management reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
Archer Investment Management sold 71,624 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $3.71M.
Archer Investment Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and held it in 5 quarters.
Archer Investment Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $4.75M in Q3 2025.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Archer Investment Management's 13F filing for Q1 2026, filed 8 Apr 2026.