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 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%	+$9.68K	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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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

Fiduciary Financial Group's DFSB Position: Q2 2026 in Review

Fiduciary Financial Group increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.99% in Q2 2026, buying an estimated $4.68K and bringing the position to 9,201 shares worth $479K. The position accounts for 0.05% of the portfolio, ranked #202.

Fiduciary Financial Group first reported a position in DFSB in Q3 2024 and has held it in 8 quarters since. 31 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Fiduciary Financial Group held 9,201 shares of Dimensional Global Sustainability Fixed Income ETF worth $479K as of Q2 2026.
Fiduciary Financial Group bought 90 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $4.68K.
Dimensional Global Sustainability Fixed Income ETF made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #202 holding.
Fiduciary Financial Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
31 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.