LFA
DFSB icon

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

Level 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
Q2 		$802K Buy
15,384
+5,325
+53% +$277K 0.18% 54
2026
Q1 		$520K Buy
10,059
+40
+0.4% +$2.08K 0.13% 62
2025
Q4 		$519K Buy
10,019
+1,395
+16% +$73.6K 0.14% 62
2025
Q3 		$459K Buy
8,624
+383
+5% +$20.2K 0.13% 69
2025
Q2 		$432K Sell
8,241
-593
-7% -$30.6K 0.13% 68
2025
Q1 		$455K Buy
8,834
+330
+4% +$16.9K 0.15% 61
2024
Q4 		$433K Buy
8,504
+1,776
+26% +$92.6K 0.16% 58
2024
Q3 		$358K Sell
6,728
-218
-3% -$11.4K 0.14% 59
2024
Q2 		$355K Buy
6,946
+956
+16% +$48.8K 0.15% 54
2024
Q1 		$310K Buy
5,990
+1,623
+37% +$83.5K 0.14% 58
2023
Q4 		$227K Buy
4,367
+380
+10% +$19.1K 0.11% 61
2023
Q3 		$199K Buy
3,987
+2,837
+247% +$144K 0.11% 59
2023
Q2 		$58.8K Buy
+1,150
New +$59.2K 0.03% 100

Other funds holding DFSB

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
VP
Verisail Partners Chamblee, Georgia $270M AUM 16.03% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return