Babb Wealth Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Babb Wealth Advisors’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	$1.31M	Buy	25,315 +2,362	+10%	+$123K	0.72%	12
2025 Q4	$1.19M	Buy	22,953 +5,298	+30%	+$280K	0.67%	12
2025 Q3	$940K	Buy	17,655 +6	+0%	+$316	0.61%	12
2025 Q2	$925K	Sell	17,649 -148	-0.8%	-$7.63K	0.68%	12
2025 Q1	$917K	Buy	17,797 +4,723	+36%	+$242K	0.73%	12
2024 Q4	$666K	Buy	+13,074	New	+$681K	0.54%	14

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

Babb Wealth Advisors's DFSB Position: Q1 2026 in Review

Babb Wealth Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 10% in Q1 2026, buying an estimated $123K and bringing the position to 25,315 shares worth $1.31M. The position accounts for 0.72% of the portfolio, ranked #12.

Babb Wealth Advisors first reported a position in DFSB in Q4 2024 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Babb Wealth Advisors held 25,315 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.31M as of Q1 2026.
Babb Wealth Advisors bought 2,362 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $123K.
Dimensional Global Sustainability Fixed Income ETF made up 0.72% of Babb Wealth Advisors's portfolio in Q1 2026, its #12 holding.
Babb Wealth Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Babb Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.