Fiduciary Financial Group
DFSB icon

Fiduciary Financial Group’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Fiduciary Financial Group’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
Q3 		$490K Buy
9,881
+680
+7% +$34.6K 0.06% 192
2026
Q2 		$479K Buy
9,201
+90
+1% +$4.68K 0.05% 202
2026
Q1 		$471K Buy
9,111
+568
+7% +$29.6K 0.06% 182
2025
Q4 		$443K Buy
8,543
+379
+5% +$20K 0.06% 185
2025
Q3 		$435K Buy
8,164
+2,887
+55% +$152K 0.07% 169
2025
Q2 		$277K Buy
5,277
+13
+0.2% +$670 0.05% 242
2025
Q1 		$268K Buy
5,264
+189
+4% +$9.7K 0.06% 211
2024
Q4 		$255K Buy
5,075
+17
+0.3% +$886 0.06% 237
2024
Q3 		$267K Buy
+5,058
New +$264K 0.06% 223

Other funds holding DFSB

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

Fiduciary Financial Group's DFSB Position: Q3 2026 in Review

Fiduciary Financial Group increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 7.4% in Q3 2026, buying an estimated $34.6K and bringing the position to 9,881 shares worth $490K. The position accounts for 0.06% of the portfolio, ranked #192.

Fiduciary Financial Group first reported a position in DFSB in Q3 2024 and has held it in 9 quarters since. 86 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Fiduciary Financial Group held 9,881 shares of Dimensional Global Sustainability Fixed Income ETF worth $490K as of Q3 2026.
  • Fiduciary Financial Group bought 680 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $34.6K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.06% of Fiduciary Financial Group's portfolio in Q3 2026, its #192 holding.
  • Fiduciary Financial Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
  • 86 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Fiduciary Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.