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 Q3	$381K	Sell	7,691 -7,693	-50%	-$391K	0.08%	70
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

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

Level Financial Advisors's DFSB Position: Q3 2026 in Review

Level Financial Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 50% in Q3 2026, selling an estimated $391K and leaving 7,691 shares worth $381K. The position accounts for 0.08% of the portfolio, ranked #70.

Level Financial Advisors first reported a position in DFSB in Q2 2023 and has held it in 14 quarters since. The position peaked at $802K in Q2 2026. 27 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Level Financial Advisors held 7,691 shares of Dimensional Global Sustainability Fixed Income ETF worth $381K as of Q3 2026.
Level Financial Advisors sold 7,693 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $391K.
Dimensional Global Sustainability Fixed Income ETF made up 0.08% of Level Financial Advisors's portfolio in Q3 2026, its #70 holding.
Level Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 14 quarters since.
Level Financial Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $802K in Q2 2026.
27 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.