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Diversify Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Diversify Wealth 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
2025
Q1 		– Sell
-16,819
Closed -$847K – 516
2024
Q4 		$847K Buy
16,819
+573
+4% +$29.9K 0.07% 245
2024
Q3 		$847K Sell
16,246
-86
-0.5% -$4.5K 0.08% 219
2024
Q2 		$855K Buy
+16,332
New +$834K 0.11% 181

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BOC
Blue Oak Capital Menlo Park, California $190M AUM
PCM
Passive Capital Management Baltimore, Maryland $335M AUM 12.6% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Diversify Wealth Management's DFSB Position: Q1 2025 in Review

Diversify Wealth Management sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2025, closing a stake of 16,819 shares — an estimated $847K sold.

Diversify Wealth Management first reported a position in DFSB in Q2 2024 and held it in 3 quarters. The position peaked at $855K in Q2 2024. 92 funds tracked by Wall St. Rank hold DFSB as of Q1 2025.

  • Diversify Wealth Management reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Diversify Wealth Management sold 16,819 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2025, an estimated $847K.
  • Diversify Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and held it in 3 quarters.
  • Diversify Wealth Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $855K in Q2 2024.
  • 92 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2025.

Based on Diversify Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.