EnRich Financial Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

EnRich Financial Partners’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 Q1	$212K	Hold	4,093	–	–	0.06%	61
2025 Q4	$212K	Hold	4,093	–	–	0.06%	62
2025 Q3	$218K	Buy	4,093 +18	+0.4%	+$948	0.06%	59
2025 Q2	$214K	Sell	4,075 -11	-0.3%	-$567	0.07%	56
2025 Q1	$210K	Buy	4,086 +4	+0.1%	+$205	0.07%	54
2024 Q4	$208K	Buy	4,082 +212	+5%	+$11K	0.07%	56
2024 Q3	$206K	Buy	3,870 +307	+9%	+$16.1K	0.07%	54
2024 Q2	$182K	Buy	3,563 +56	+2%	+$2.86K	0.07%	55
2024 Q1	$182K	Buy	+3,507	New	+$180K	0.07%	52

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

EnRich Financial Partners's DFSB Position: Q1 2026 in Review

EnRich Financial Partners held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 4,093 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #61.

EnRich Financial Partners first reported a position in DFSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $218K in Q3 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

EnRich Financial Partners held 4,093 shares of Dimensional Global Sustainability Fixed Income ETF worth $212K as of Q1 2026.
EnRich Financial Partners left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.06% of EnRich Financial Partners's portfolio in Q1 2026, its #61 holding.
EnRich Financial Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
EnRich Financial Partners's Dimensional Global Sustainability Fixed Income ETF position peaked at $218K in Q3 2025.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on EnRich Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.