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
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 $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
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
SW
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

M. Kulyk & Associates's DFSB Position: Q1 2026 in Review

M. Kulyk & Associates increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.5% in Q1 2026, buying an estimated $7.13K and bringing the position to 9,281 shares worth $480K. The position accounts for 0.09% of the portfolio, ranked #75.

M. Kulyk & Associates first reported a position in DFSB in Q2 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • M. Kulyk & Associates held 9,281 shares of Dimensional Global Sustainability Fixed Income ETF worth $480K as of Q1 2026.
  • M. Kulyk & Associates bought 137 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $7.13K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.09% of M. Kulyk & Associates's portfolio in Q1 2026, its #75 holding.
  • M. Kulyk & Associates first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.