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 Q3	$38.1K	Buy	769 +132	+21%	+$6.71K	﹤0.01%	2569
2026 Q2	$33.2K	Buy	637 +1	+0.2%	+$52	﹤0.01%	2650
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

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 West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

IFP Advisors's DFSB Position: Q3 2026 in Review

IFP Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 21% in Q3 2026, buying an estimated $6.71K and bringing the position to 769 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2569.

IFP Advisors first reported a position in DFSB in Q3 2024 and has held it in 9 quarters since. 28 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

IFP Advisors held 769 shares of Dimensional Global Sustainability Fixed Income ETF worth $38.1K as of Q3 2026.
IFP Advisors bought 132 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $6.71K.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2569 holding.
IFP Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
28 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.