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Geometric Wealth Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Geometric Wealth Advisors’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 		$614K Sell
11,862
-1,371
-10% -$71.4K 0.08% 43
2025
Q4 		$685K Buy
13,233
+308
+2% +$16.3K 0.09% 40
2025
Q3 		$689K Buy
12,925
+1,645
+15% +$86.6K 0.09% 40
2025
Q2 		$591K Sell
11,280
-432
-4% -$22.3K 0.09% 37
2025
Q1 		$603K Buy
+11,712
New +$600K 0.1% 36

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
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
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

Geometric Wealth Advisors's DFSB Position: Q1 2026 in Review

Geometric Wealth Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 10% in Q1 2026, selling an estimated $71.4K and leaving 11,862 shares worth $614K. The position accounts for 0.08% of the portfolio, ranked #43.

Geometric Wealth Advisors first reported a position in DFSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $689K in Q3 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Geometric Wealth Advisors held 11,862 shares of Dimensional Global Sustainability Fixed Income ETF worth $614K as of Q1 2026.
  • Geometric Wealth Advisors sold 1,371 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $71.4K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.08% of Geometric Wealth Advisors's portfolio in Q1 2026, its #43 holding.
  • Geometric Wealth Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Geometric Wealth Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $689K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Geometric Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.