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Financial Plan Inc’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Financial Plan Inc’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 		$360K Hold
6,902
– – 0.03% 75
2026
Q1 		$357K Buy
6,902
+2,063
+43% +$107K 0.04% 72
2025
Q4 		$251K Buy
+4,839
New +$255K 0.03% 79

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Financial Plan Inc's DFSB Position: Q2 2026 in Review

Financial Plan Inc held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q2 2026 at 6,902 shares worth $360K. The position accounts for 0.03% of the portfolio, ranked #75.

Financial Plan Inc first reported a position in DFSB in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Financial Plan Inc held 6,902 shares of Dimensional Global Sustainability Fixed Income ETF worth $360K as of Q2 2026.
  • Financial Plan Inc left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.03% of Financial Plan Inc's portfolio in Q2 2026, its #75 holding.
  • Financial Plan Inc first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.