Farther Finance Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Farther Finance Advisors’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 Q2	$2.3M	Sell	44,191 -2,513	-5%	-$131K	0.02%	675
2026 Q1	$2.42M	Buy	46,704 +40,943	+711%	+$2.13M	0.02%	561
2025 Q4	$298K	Buy	5,761 +1,806	+46%	+$95.3K	﹤0.01%	1648
2025 Q3	$211K	Hold	3,955	–	–	﹤0.01%	1577
2025 Q2	$207K	Sell	3,955 -795	-17%	-$41K	﹤0.01%	1369
2025 Q1	$245K	Buy	4,750 +2,004	+73%	+$103K	0.01%	1146
2024 Q4	$140K	Buy	2,746 +845	+44%	+$44K	0.01%	1162
2024 Q3	$101K	Buy	+1,901	New	+$99.4K	﹤0.01%	1296

Other funds holding DFSB

QFA

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Skyline Advisors Bellingham, Washington $319M AUM 13.25% 1-Year Est. Return

Farther Finance Advisors's DFSB Position: Q2 2026 in Review

Farther Finance Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 5.4% in Q2 2026, selling an estimated $131K and leaving 44,191 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #675.

Farther Finance Advisors first reported a position in DFSB in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.42M in Q1 2026. 30 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Farther Finance Advisors held 44,191 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.3M as of Q2 2026.
Farther Finance Advisors sold 2,513 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $131K.
Dimensional Global Sustainability Fixed Income ETF made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #675 holding.
Farther Finance Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
Farther Finance Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $2.42M in Q1 2026.
30 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.