Diversify Wealth Management
DFSB icon

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

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Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Blue Oak Capital
Blue Oak Capital Menlo Park, California $190M AUM
Passive Capital Management
Passive Capital Management Baltimore, Maryland $320M AUM 17.24% 1-Year Est. Return
Seeds Investor
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 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.