Delap Wealth Advisory’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Delap Wealth Advisory’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	-13,214	Closed	-$684K	–	91
2026 Q1	$684K	Hold	13,214	–	–	0.26%	45
2025 Q4	$684K	Buy	13,214 +5,070	+62%	+$268K	0.26%	46
2025 Q3	$434K	Buy	8,144 +2	+0%	+$105	0.18%	55
2025 Q2	$427K	Sell	8,142 -97	-1%	-$5K	0.21%	49
2025 Q1	$424K	Hold	8,239	–	–	0.24%	46
2024 Q4	$420K	Buy	+8,239	New	+$429K	0.25%	44

Other funds holding DFSB

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 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

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Delap Wealth Advisory's DFSB Position: Q2 2026 in Review

Delap Wealth Advisory sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2026, closing a stake of 13,214 shares — an estimated $684K sold.

Delap Wealth Advisory first reported a position in DFSB in Q4 2024 and held it in 6 quarters. The position peaked at $684K in Q4 2025. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Delap Wealth Advisory reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Delap Wealth Advisory sold 13,214 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $684K.
Delap Wealth Advisory first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and held it in 6 quarters.
Delap Wealth Advisory's Dimensional Global Sustainability Fixed Income ETF position peaked at $684K in Q4 2025.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.