AssetMark Inc
DFSB icon

AssetMark Inc’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

AssetMark Inc’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 		$31.2K Buy
+598
New +$31.1K ﹤0.01% 2020

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AWP
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QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $180M AUM 18.72% 1-Year Est. Return

AssetMark Inc's DFSB Position: Q2 2026 in Review

AssetMark Inc opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2026: 598 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #2020 among its holdings.

63 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • AssetMark Inc held 598 shares of Dimensional Global Sustainability Fixed Income ETF worth $31.2K as of Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF was a new AssetMark Inc position in Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2020 holding.
  • 63 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.