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

LPL 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 Q1	$2.51M	Buy	48,492 +6,836	+16%	+$356K	﹤0.01%	3282
2025 Q4	$2.16M	Buy	41,656 +2,601	+7%	+$137K	﹤0.01%	3338
2025 Q3	$2.08M	Buy	39,055 +2,769	+8%	+$146K	﹤0.01%	3286
2025 Q2	$1.9M	Buy	36,286 +6,282	+21%	+$324K	﹤0.01%	3172
2025 Q1	$1.55M	Buy	30,004 +5,684	+23%	+$291K	﹤0.01%	3180
2024 Q4	$1.24M	Buy	24,320 +2,458	+11%	+$128K	﹤0.01%	3306
2024 Q3	$1.16M	Buy	21,862 +108	+0.5%	+$5.65K	﹤0.01%	3253
2024 Q2	$1.11M	Buy	21,754 +12,882	+145%	+$658K	﹤0.01%	3154
2024 Q1	$459K	Buy	8,872 +804	+10%	+$41.4K	﹤0.01%	3859
2023 Q4	$419K	Buy	+8,068	New	+$405K	﹤0.01%	3800

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 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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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

LPL Financial's DFSB Position: Q1 2026 in Review

LPL Financial increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 16% in Q1 2026, buying an estimated $356K and bringing the position to 48,492 shares worth $2.51M. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

LPL Financial first reported a position in DFSB in Q4 2023 and has held it in 10 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

LPL Financial held 48,492 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.51M as of Q1 2026.
LPL Financial bought 6,836 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $356K.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3282 holding.
LPL Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.