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Flagstone Financial Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Flagstone Financial Management’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 		$901K Buy
17,292
+162
+0.9% +$8.43K 0.2% 29
2026
Q1 		$886K Sell
17,130
-757
-4% -$39.4K 0.22% 28
2025
Q4 		$927K Buy
17,887
+898
+5% +$47.4K 0.24% 29
2025
Q3 		$905K Buy
16,989
+4,519
+36% +$238K 0.24% 29
2025
Q2 		$654K Buy
12,470
+3,561
+40% +$184K 0.19% 33
2025
Q1 		$459K Buy
8,909
+3,950
+80% +$202K 0.15% 37
2024
Q4 		$253K Buy
+4,959
New +$258K 0.08% 44

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $180M AUM 18.72% 1-Year Est. Return

Flagstone Financial Management's DFSB Position: Q2 2026 in Review

Flagstone Financial Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.95% in Q2 2026, buying an estimated $8.43K and bringing the position to 17,292 shares worth $901K. The position accounts for 0.2% of the portfolio, ranked #29.

Flagstone Financial Management first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $927K in Q4 2025. 60 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Flagstone Financial Management held 17,292 shares of Dimensional Global Sustainability Fixed Income ETF worth $901K as of Q2 2026.
  • Flagstone Financial Management bought 162 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $8.43K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.2% of Flagstone Financial Management's portfolio in Q2 2026, its #29 holding.
  • Flagstone Financial Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Flagstone Financial Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $927K in Q4 2025.
  • 60 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.