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

Citrine 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
2026 Q2	$8.56M	Sell	164,174 -1,036	-0.6%	-$53.9K	3.17%	8
2026 Q1	$8.55M	Buy	165,210 +5,654	+4%	+$294K	3.71%	7
2025 Q4	$8.26M	Buy	159,556 +13,516	+9%	+$713K	3.84%	7
2025 Q3	$7.78M	Buy	146,040 +3,720	+3%	+$196K	3.6%	8
2025 Q2	$7.46M	Buy	142,320 +7,152	+5%	+$369K	3.96%	8
2025 Q1	$6.96M	Sell	135,168 -1,176	-0.9%	-$60.2K	4.36%	6
2024 Q4	$6.95M	Buy	+136,344	New	+$7.11M	5.12%	7

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 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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Citrine Capital's DFSB Position: Q2 2026 in Review

Citrine Capital reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.63% in Q2 2026, selling an estimated $53.9K and leaving 164,174 shares worth $8.56M. The position accounts for 3.17% of the portfolio, ranked #8.

Citrine Capital first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. 121 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Citrine Capital held 164,174 shares of Dimensional Global Sustainability Fixed Income ETF worth $8.56M as of Q2 2026.
Citrine Capital sold 1,036 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $53.9K.
Dimensional Global Sustainability Fixed Income ETF made up 3.17% of Citrine Capital's portfolio in Q2 2026, its #8 holding.
Citrine Capital first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
121 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Citrine Capital's 13F filing for Q2 2026, filed 23 Jul 2026.