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Avise Financial Cooperative’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Avise Financial Cooperative’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
-7,458
Closed -$386K – 103
2025
Q4 		$386K Buy
+7,458
New +$394K 0.35% 56

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SW
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MMA
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PWM
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PCI
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Avise Financial Cooperative's DFSB Position: Q1 2026 in Review

Avise Financial Cooperative sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2026, closing a stake of 7,458 shares — an estimated $386K sold.

Avise Financial Cooperative first reported a position in DFSB in Q4 2025 and held it in 1 quarter. The position peaked at $386K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Avise Financial Cooperative reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • Avise Financial Cooperative sold 7,458 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $386K.
  • Avise Financial Cooperative first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and held it in 1 quarter.
  • Avise Financial Cooperative's Dimensional Global Sustainability Fixed Income ETF position peaked at $386K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Avise Financial Cooperative's 13F filing for Q1 2026, filed 23 Apr 2026.