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

Legacy Financial 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 		$296K Buy
5,715
+42
+0.7% +$2.19K 0.04% 326
2025
Q4 		$294K Buy
5,673
+949
+20% +$50.1K 0.04% 316
2025
Q3 		$252K Hold
4,724
– – 0.03% 362
2025
Q2 		$248K Buy
4,724
+450
+11% +$23.2K 0.04% 304
2025
Q1 		$220K Buy
+4,274
New +$219K 0.04% 332

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

Legacy Financial Advisors's DFSB Position: Q1 2026 in Review

Legacy Financial Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.74% in Q1 2026, buying an estimated $2.19K and bringing the position to 5,715 shares worth $296K. The position accounts for 0.04% of the portfolio, ranked #326.

Legacy Financial Advisors first reported a position in DFSB in Q1 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Legacy Financial Advisors held 5,715 shares of Dimensional Global Sustainability Fixed Income ETF worth $296K as of Q1 2026.
  • Legacy Financial Advisors bought 42 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $2.19K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #326 holding.
  • Legacy Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.