Envestnet Asset Management
DFSB icon

Envestnet Asset Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Envestnet Asset 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
2026
Q1 		$252K Buy
+4,876
New +$254K ﹤0.01% 4383
2025
Q4 		– Sell
-3,878
Closed -$207K – 4512
2025
Q3 		$207K Sell
3,878
-33,041
-89% -$1.74M ﹤0.01% 4305
2025
Q2 		$1.94M Buy
36,919
+29,095
+372% +$1.5M ﹤0.01% 2847
2025
Q1 		$403K Buy
7,824
+2,068
+36% +$106K ﹤0.01% 3748
2024
Q4 		$293K Buy
5,756
+1,396
+32% +$72.8K ﹤0.01% 3902
2024
Q3 		$232K Sell
4,360
-27
-0.6% -$1.41K ﹤0.01% 3953
2024
Q2 		$224K Buy
+4,387
New +$224K ﹤0.01% 3867

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
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
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

Envestnet Asset Management's DFSB Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2026: 4,876 shares worth $252K. The stake represents ﹤0.01% of the portfolio and ranks #4383 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in DFSB as recently as Q3 2025.

Envestnet Asset Management first reported a position in DFSB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.94M in Q2 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Envestnet Asset Management held 4,876 shares of Dimensional Global Sustainability Fixed Income ETF worth $252K as of Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF was a new Envestnet Asset Management position in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4383 holding.
  • Envestnet Asset Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and has held it in 7 quarters since.
  • Envestnet Asset Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $1.94M in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.