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

HighTower 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	$1M	Buy	19,401 +5,336	+38%	+$278K	﹤0.01%	2182
2025 Q4	$729K	Buy	14,065 +3,422	+32%	+$181K	﹤0.01%	2342
2025 Q3	$567K	Sell	10,643 -11	-0.1%	-$579	﹤0.01%	2515
2025 Q2	$559K	Hold	10,654	–	–	﹤0.01%	2425
2025 Q1	$549K	Buy	10,654 +3	+0%	+$154	﹤0.01%	2382
2024 Q4	$543K	Buy	10,651 +1,585	+17%	+$82.6K	﹤0.01%	2410
2024 Q3	$482K	Sell	9,066 -16	-0.2%	-$837	﹤0.01%	2417
2024 Q2	$465K	Hold	9,082	–	–	﹤0.01%	2382
2024 Q1	$471K	Hold	9,082	–	–	﹤0.01%	2320
2023 Q4	$472K	Sell	9,082 -4,952	-35%	-$249K	﹤0.01%	2364
2023 Q3	$700K	Hold	14,034	–	–	﹤0.01%	1990
2023 Q2	$718K	Hold	14,034	–	–	﹤0.01%	1958
2023 Q1	$728K	Buy	+14,034	New	+$721K	﹤0.01%	1856

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

HighTower Advisors's DFSB Position: Q1 2026 in Review

HighTower Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 38% in Q1 2026, buying an estimated $278K and bringing the position to 19,401 shares worth $1M. The position accounts for ﹤0.01% of the portfolio, ranked #2182.

HighTower Advisors first reported a position in DFSB in Q1 2023 and has held it in 13 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

HighTower Advisors held 19,401 shares of Dimensional Global Sustainability Fixed Income ETF worth $1M as of Q1 2026.
HighTower Advisors bought 5,336 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $278K.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2182 holding.
HighTower Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.