BH
DFSB icon

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
Q2 		– Sell
-296
Closed -$15.3K – 657
2026
Q1 		$15.3K Buy
+296
New +$15.4K 0.01% 225

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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 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
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Burk Holdings's DFSB Position: Q2 2026 in Review

Burk Holdings sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2026, closing a stake of 296 shares — an estimated $15.3K sold.

Burk Holdings first reported a position in DFSB in Q1 2026 and held it in 1 quarter. The position peaked at $15.3K in Q1 2026. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Burk Holdings reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Burk Holdings sold 296 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $15.3K.
  • Burk Holdings first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Burk Holdings's Dimensional Global Sustainability Fixed Income ETF position peaked at $15.3K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.