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

IFP 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	$32.9K	Buy	636 +54	+9%	+$2.81K	﹤0.01%	2491
2025 Q4	$30.1K	Buy	582 +117	+25%	+$6.17K	﹤0.01%	2488
2025 Q3	$24.8K	Sell	465 -19	-4%	-$1K	﹤0.01%	2473
2025 Q2	$25.4K	Sell	484 -13	-3%	-$670	﹤0.01%	2410
2025 Q1	$25.6K	Buy	497 +6	+1%	+$307	﹤0.01%	2193
2024 Q4	$25K	Buy	491 +115	+31%	+$5.99K	﹤0.01%	2145
2024 Q3	$20K	Buy	+376	New	+$19.7K	﹤0.01%	2151

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

IFP Advisors's DFSB Position: Q1 2026 in Review

IFP Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 9.3% in Q1 2026, buying an estimated $2.81K and bringing the position to 636 shares worth $32.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2491.

IFP Advisors first reported a position in DFSB in Q3 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

IFP Advisors held 636 shares of Dimensional Global Sustainability Fixed Income ETF worth $32.9K as of Q1 2026.
IFP Advisors bought 54 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $2.81K.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2491 holding.
IFP Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.