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Beacon Pointe Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Beacon Pointe 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 		$4.6M Buy
88,898
+43,545
+96% +$2.27M 0.02% 497
2025
Q4 		$2.35M Buy
45,353
+32,073
+242% +$1.69M 0.02% 558
2025
Q3 		$707K Buy
+13,280
New +$699K 0.01% 891

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
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
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

Beacon Pointe Advisors's DFSB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 96% in Q1 2026, buying an estimated $2.27M and bringing the position to 88,898 shares worth $4.6M. The position accounts for 0.02% of the portfolio, ranked #497.

Beacon Pointe Advisors first reported a position in DFSB in Q3 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Beacon Pointe Advisors held 88,898 shares of Dimensional Global Sustainability Fixed Income ETF worth $4.6M as of Q1 2026.
  • Beacon Pointe Advisors bought 43,545 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $2.27M.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.02% of Beacon Pointe Advisors's portfolio in Q1 2026, its #497 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.