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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

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Level Financial Advisors's DFSB Position: Q2 2026 in Review

Level Financial Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 53% in Q2 2026, buying an estimated $277K and bringing the position to 15,384 shares worth $802K. The position accounts for 0.18% of the portfolio, ranked #54.

Level Financial Advisors first reported a position in DFSB in Q2 2023 and has held it in 13 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Level Financial Advisors held 15,384 shares of Dimensional Global Sustainability Fixed Income ETF worth $802K as of Q2 2026.
  • Level Financial Advisors bought 5,325 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $277K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.18% of Level Financial Advisors's portfolio in Q2 2026, its #54 holding.
  • Level Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.