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Blue Oak Capital’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Blue Oak Capital’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
2025
Q2 		$17.5M Buy
334,101
+16,040
+5% +$827K 9.21% 3
2025
Q1 		$16.4M Buy
318,061
+24,431
+8% +$1.25M 9.04% 2
2024
Q4 		$15M Buy
+293,630
New +$15.3M 9.09% 2

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 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 $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Blue Oak Capital's DFSB Position: Q2 2025 in Review

Blue Oak Capital increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 5% in Q2 2025, buying an estimated $827K and bringing the position to 334,101 shares worth $17.5M. The position accounts for 9.21% of the portfolio, ranked #3.

Blue Oak Capital first reported a position in DFSB in Q4 2024 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold DFSB as of Q2 2025.

  • Blue Oak Capital held 334,101 shares of Dimensional Global Sustainability Fixed Income ETF worth $17.5M as of Q2 2025.
  • Blue Oak Capital bought 16,040 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2025, an estimated $827K.
  • Dimensional Global Sustainability Fixed Income ETF made up 9.21% of Blue Oak Capital's portfolio in Q2 2025, its #3 holding.
  • Blue Oak Capital first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.