Burk Holdings’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Burk Holdings’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	$15.3K	Buy	+296	New	+$15.4K	0.01%	225

Other funds holding DFSB

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

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

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

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

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Burk Holdings's DFSB Position: Q1 2026 in Review

Burk Holdings opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2026: 296 shares worth $15.3K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings.

118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Burk Holdings held 296 shares of Dimensional Global Sustainability Fixed Income ETF worth $15.3K as of Q1 2026.
Dimensional Global Sustainability Fixed Income ETF was a new Burk Holdings position in Q1 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Burk Holdings's portfolio in Q1 2026, its #225 holding.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Burk Holdings's 13F filing for Q1 2026, filed 8 May 2026.