Focus Partners Advisor Solutions’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Focus Partners Advisor Solutions’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 Q1	$4.2M	Buy	81,092 +39,528	+95%	+$2.06M	0.04%	195
2025 Q4	$2.15M	Sell	41,564 -50,865	-55%	-$2.68M	0.03%	294
2025 Q3	$4.9M	Buy	92,429 +39,816	+76%	+$2.1M	0.06%	176
2025 Q2	$2.76M	Buy	52,613 +5,284	+11%	+$273K	0.04%	227
2025 Q1	$2.44M	Buy	47,329 +6,432	+16%	+$329K	0.04%	228
2024 Q4	$2.08M	Buy	40,897 +17,617	+76%	+$918K	0.04%	219
2024 Q3	$1.24M	Buy	23,280 +13,870	+147%	+$725K	0.03%	262
2024 Q2	$481K	Buy	9,410 +338	+4%	+$17.3K	0.01%	384
2024 Q1	$470K	Buy	9,072 +213	+2%	+$11K	0.01%	372
2023 Q4	$460K	Buy	8,859 +744	+9%	+$37.4K	0.02%	264
2023 Q3	$405K	Buy	8,115 +2,260	+39%	+$115K	0.02%	298
2023 Q2	$299K	Buy	+5,855	New	+$302K	0.02%	295

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Focus Partners Advisor Solutions's DFSB Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 95% in Q1 2026, buying an estimated $2.06M and bringing the position to 81,092 shares worth $4.2M. The position accounts for 0.04% of the portfolio, ranked #195.

Focus Partners Advisor Solutions first reported a position in DFSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $4.9M in Q3 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Focus Partners Advisor Solutions held 81,092 shares of Dimensional Global Sustainability Fixed Income ETF worth $4.2M as of Q1 2026.
Focus Partners Advisor Solutions bought 39,528 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $2.06M.
Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #195 holding.
Focus Partners Advisor Solutions first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
Focus Partners Advisor Solutions's Dimensional Global Sustainability Fixed Income ETF position peaked at $4.9M in Q3 2025.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.