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 Q2	$2.6M	Buy	49,833 +1,341	+3%	+$69.8K	﹤0.01%	3467
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

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

LPL Financial's DFSB Position: Q2 2026 in Review

LPL Financial increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.8% in Q2 2026, buying an estimated $69.8K and bringing the position to 49,833 shares worth $2.6M. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

LPL Financial first reported a position in DFSB in Q4 2023 and has held it in 11 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

LPL Financial held 49,833 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.6M as of Q2 2026.
LPL Financial bought 1,341 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $69.8K.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3467 holding.
LPL Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.