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

LifeSteps Financial’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 		$143K Buy
+2,747
New +$143K 0.07% 118

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 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 $8.53B AUM 21.43% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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 $59.8B AUM 29.42% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $180M AUM 18.72% 1-Year Est. Return

LifeSteps Financial's DFSB Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2026: 2,747 shares worth $143K. The stake represents 0.07% of the portfolio and ranks #118 among its holdings.

57 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • LifeSteps Financial held 2,747 shares of Dimensional Global Sustainability Fixed Income ETF worth $143K as of Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF was a new LifeSteps Financial position in Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.07% of LifeSteps Financial's portfolio in Q2 2026, its #118 holding.
  • 57 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.