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

LexAurum 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
2025
Q3 		– Sell
-4,264
Closed -$224K – 377
2025
Q2 		$224K Buy
4,264
+126
+3% +$6.5K 0.04% 325
2025
Q1 		$213K Buy
+4,138
New +$212K 0.04% 319

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
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 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

LexAurum Advisors's DFSB Position: Q3 2025 in Review

LexAurum Advisors sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q3 2025, closing a stake of 4,264 shares — an estimated $224K sold.

LexAurum Advisors first reported a position in DFSB in Q1 2025 and held it in 2 quarters. The position peaked at $224K in Q2 2025. 96 funds tracked by Wall St. Rank hold DFSB as of Q3 2025.

  • LexAurum Advisors reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • LexAurum Advisors sold 4,264 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2025, an estimated $224K.
  • LexAurum Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and held it in 2 quarters.
  • LexAurum Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $224K in Q2 2025.
  • 96 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2025.

Based on LexAurum Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.