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

JFS 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 Q2	$162K	Hold	3,112	–	–	0.01%	365
2026 Q1	$161K	Hold	3,112	–	–	0.01%	351
2025 Q4	$161K	Buy	3,112 +27	+0.9%	+$1.43K	0.01%	340
2025 Q3	$164K	Hold	3,085	–	–	0.01%	349
2025 Q2	$162K	Hold	3,085	–	–	0.01%	315
2025 Q1	$159K	Hold	3,085	–	–	0.01%	327
2024 Q4	$157K	Sell	3,085 -44	-1%	-$2.29K	0.01%	316
2024 Q3	$166K	Hold	3,129	–	–	0.01%	310
2024 Q2	$160K	Hold	3,129	–	–	0.01%	262
2024 Q1	$162K	Hold	3,129	–	–	0.01%	261
2023 Q4	$162K	Sell	3,129 -184	-6%	-$9.24K	0.01%	250
2023 Q3	$165K	Buy	3,313 +1,491	+82%	+$75.8K	0.02%	239
2023 Q2	$93.2K	Buy	+1,822	New	+$93.9K	0.01%	283

Other funds holding DFSB

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

JFS Wealth Advisors's DFSB Position: Q2 2026 in Review

JFS Wealth Advisors held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q2 2026 at 3,112 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #365.

JFS Wealth Advisors first reported a position in DFSB in Q2 2023 and has held it in 13 quarters since. The position peaked at $166K in Q3 2024. 30 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

JFS Wealth Advisors held 3,112 shares of Dimensional Global Sustainability Fixed Income ETF worth $162K as of Q2 2026.
JFS Wealth Advisors left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #365 holding.
JFS Wealth Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
JFS Wealth Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $166K in Q3 2024.
30 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.