DiNuzzo Private Wealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

DiNuzzo Private Wealth’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	$684K	Buy	13,128 +2,500	+24%	+$130K	0.07%	50
2026 Q1	$550K	Buy	10,628 +147	+1%	+$7.66K	0.06%	49
2025 Q4	$543K	Buy	10,481 +259	+3%	+$13.7K	0.06%	51
2025 Q3	$538K	Sell	10,222 -1,165	-10%	-$61.4K	0.06%	51
2025 Q2	$597K	Sell	11,387 -885	-7%	-$45.6K	0.07%	52
2025 Q1	$632K	Buy	12,272 +145	+1%	+$7.43K	0.08%	47
2024 Q4	$618K	Sell	12,127 -168	-1%	-$8.76K	0.08%	46
2024 Q3	$654K	Buy	12,295 +75	+0.6%	+$3.92K	0.08%	44
2024 Q2	$624K	Sell	12,220 -2,456	-17%	-$125K	0.08%	36
2024 Q1	$760K	Buy	14,676 +278	+2%	+$14.3K	0.1%	33
2023 Q4	$747K	Buy	+14,398	New	+$723K	0.11%	34

Other funds holding DFSB

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

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 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

DiNuzzo Private Wealth's DFSB Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 24% in Q2 2026, buying an estimated $130K and bringing the position to 13,128 shares worth $684K. The position accounts for 0.07% of the portfolio, ranked #50.

DiNuzzo Private Wealth first reported a position in DFSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $760K in Q1 2024. 25 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

DiNuzzo Private Wealth held 13,128 shares of Dimensional Global Sustainability Fixed Income ETF worth $684K as of Q2 2026.
DiNuzzo Private Wealth bought 2,500 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $130K.
Dimensional Global Sustainability Fixed Income ETF made up 0.07% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #50 holding.
DiNuzzo Private Wealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Dimensional Global Sustainability Fixed Income ETF position peaked at $760K in Q1 2024.
25 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.