MKA
DFSB icon

M. Kulyk & Associates’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

M. Kulyk & Associates’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 		$373K Sell
7,153
-2,128
-23% -$111K 0.06% 86
2026
Q1 		$480K Buy
9,281
+137
+1% +$7.13K 0.09% 75
2025
Q4 		$474K Buy
9,144
+4,774
+109% +$252K 0.09% 71
2025
Q3 		$233K Sell
4,370
-752
-15% -$39.6K 0.05% 93
2025
Q2 		$269K Buy
+5,122
New +$264K 0.06% 89

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

M. Kulyk & Associates's DFSB Position: Q2 2026 in Review

M. Kulyk & Associates reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 23% in Q2 2026, selling an estimated $111K and leaving 7,153 shares worth $373K. The position accounts for 0.06% of the portfolio, ranked #86.

M. Kulyk & Associates first reported a position in DFSB in Q2 2025 and has held it in 5 quarters since. The position peaked at $480K in Q1 2026. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • M. Kulyk & Associates held 7,153 shares of Dimensional Global Sustainability Fixed Income ETF worth $373K as of Q2 2026.
  • M. Kulyk & Associates sold 2,128 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $111K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.06% of M. Kulyk & Associates's portfolio in Q2 2026, its #86 holding.
  • M. Kulyk & Associates first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
  • M. Kulyk & Associates's Dimensional Global Sustainability Fixed Income ETF position peaked at $480K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.