Envestnet Asset Management
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.94M Buy
36,919
+29,095
+372% +$1.53M ﹤0.01% 2847
2025
Q1 		$403K Buy
7,824
+2,068
+36% +$107K ﹤0.01% 3748
2024
Q4 		$293K Buy
5,756
+1,396
+32% +$71.1K ﹤0.01% 3902
2024
Q3 		$232K Sell
4,360
-27
-0.6% -$1.44K ﹤0.01% 3953
2024
Q2 		$224K Buy
+4,387
New +$224K ﹤0.01% 3867