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DFSB icon

NewEdge Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

NewEdge Advisors’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 		$460K Sell
8,887
-226
-2% -$11.8K ﹤0.01% 2054
2025
Q4 		$472K Buy
9,113
+79
+0.9% +$4.17K ﹤0.01% 2006
2025
Q3 		$481K Sell
9,034
-2,787
-24% -$147K ﹤0.01% 1844
2025
Q2 		$620K Sell
11,821
-106
-0.9% -$5.47K ﹤0.01% 1571
2025
Q1 		$614K Buy
11,927
+159
+1% +$8.14K ﹤0.01% 1470
2024
Q4 		$599K Buy
11,768
+5,210
+79% +$272K ﹤0.01% 1434
2024
Q3 		$349K Buy
6,558
+14
+0.2% +$732 ﹤0.01% 1712
2024
Q2 		$334K Buy
6,544
+45
+0.7% +$2.3K ﹤0.01% 1657
2024
Q1 		$336K Buy
6,499
+2,529
+64% +$130K ﹤0.01% 1581
2023
Q4 		$204K Buy
+3,970
New +$199K ﹤0.01% 1709

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

NewEdge Advisors's DFSB Position: Q1 2026 in Review

NewEdge Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.5% in Q1 2026, selling an estimated $11.8K and leaving 8,887 shares worth $460K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

NewEdge Advisors first reported a position in DFSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $620K in Q2 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • NewEdge Advisors held 8,887 shares of Dimensional Global Sustainability Fixed Income ETF worth $460K as of Q1 2026.
  • NewEdge Advisors sold 226 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $11.8K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2054 holding.
  • NewEdge Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • NewEdge Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $620K in Q2 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.