Flagstone Financial Management
DFSB icon

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
Q3 		$875K Buy
17,664
+372
+2% +$18.9K 0.19% 31
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

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
Seeds Investor
Seeds Investor New York $1B AUM 28.17% 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
Planning Center Inc
Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Flagstone Financial Management's DFSB Position: Q3 2026 in Review

Flagstone Financial Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.2% in Q3 2026, buying an estimated $18.9K and bringing the position to 17,664 shares worth $875K. The position accounts for 0.19% of the portfolio, ranked #31.

Flagstone Financial Management first reported a position in DFSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $927K in Q4 2025. 109 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Flagstone Financial Management held 17,664 shares of Dimensional Global Sustainability Fixed Income ETF worth $875K as of Q3 2026.
  • Flagstone Financial Management bought 372 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $18.9K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.19% of Flagstone Financial Management's portfolio in Q3 2026, its #31 holding.
  • Flagstone Financial Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
  • Flagstone Financial Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $927K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Flagstone Financial Management's 13F filing for Q3 2026, filed 5 Nov 2026.