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Clarity Asset Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Clarity Asset Management’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 		$778K Buy
14,935
+5,315
+55% +$277K 0.38% 33
2026
Q1 		$498K Buy
+9,620
New +$501K 0.25% 41

Other funds holding DFSB

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return

Clarity Asset Management's DFSB Position: Q2 2026 in Review

Clarity Asset Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 55% in Q2 2026, buying an estimated $277K and bringing the position to 14,935 shares worth $778K. The position accounts for 0.38% of the portfolio, ranked #33.

Clarity Asset Management first reported a position in DFSB in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Clarity Asset Management held 14,935 shares of Dimensional Global Sustainability Fixed Income ETF worth $778K as of Q2 2026.
  • Clarity Asset Management bought 5,315 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $277K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.38% of Clarity Asset Management's portfolio in Q2 2026, its #33 holding.
  • Clarity Asset Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 24 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.