FDS
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Freedom Day Solutions’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Freedom Day 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
Q3 		$578K Sell
11,663
-136
-1% -$6.91K 0.13% 92
2026
Q2 		$615K Buy
+11,799
New +$614K 0.14% 93

Other funds holding DFSB

PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Freedom Day Solutions's DFSB Position: Q3 2026 in Review

Freedom Day Solutions reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.2% in Q3 2026, selling an estimated $6.91K and leaving 11,663 shares worth $578K. The position accounts for 0.13% of the portfolio, ranked #92.

Freedom Day Solutions first reported a position in DFSB in Q2 2026 and has held it in 2 quarters since. The position peaked at $615K in Q2 2026. 29 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Freedom Day Solutions held 11,663 shares of Dimensional Global Sustainability Fixed Income ETF worth $578K as of Q3 2026.
  • Freedom Day Solutions sold 136 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $6.91K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.13% of Freedom Day Solutions's portfolio in Q3 2026, its #92 holding.
  • Freedom Day Solutions first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Freedom Day Solutions's Dimensional Global Sustainability Fixed Income ETF position peaked at $615K in Q2 2026.
  • 29 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Freedom Day Solutions's 13F filing for Q3 2026, filed 20 Oct 2026.