Morgan Stanley
DFSB icon

Morgan Stanley’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Morgan Stanley’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
2025
Q1 		– Sell
-1
Closed -$75 – 8112
2024
Q4 		$75 Buy
+1
New +$52 ﹤0.01% 7510

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BOC
Blue Oak Capital Menlo Park, California $190M AUM
PCM
Passive Capital Management Baltimore, Maryland $335M AUM 12.6% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return

Morgan Stanley's DFSB Position: Q1 2025 in Review

Morgan Stanley sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2025, closing a stake of 1 share — an estimated $75 sold.

Morgan Stanley first reported a position in DFSB in Q4 2024 and held it in 1 quarter. The position peaked at $75 in Q4 2024. 92 funds tracked by Wall St. Rank hold DFSB as of Q1 2025.

  • Morgan Stanley reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Morgan Stanley sold 1 Dimensional Global Sustainability Fixed Income ETF share in Q1 2025, an estimated $75.
  • Morgan Stanley first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and held it in 1 quarter.
  • Morgan Stanley's Dimensional Global Sustainability Fixed Income ETF position peaked at $75 in Q4 2024.
  • 92 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2025.

Based on Morgan Stanley's 13F filing for Q1 2025, filed 15 May 2025.