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

OneDigital Investment 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	$4M	Buy	77,360 +717	+0.9%	+$37.3K	0.04%	312
2025 Q4	$3.97M	Buy	76,643 +12,976	+20%	+$685K	0.04%	310
2025 Q3	$3.39M	Buy	63,667 +9,865	+18%	+$520K	0.03%	312
2025 Q2	$2.82M	Sell	53,802 -9,303	-15%	-$480K	0.03%	339
2025 Q1	$3.25M	Buy	63,105 +14,432	+30%	+$739K	0.04%	299
2024 Q4	$2.48M	Buy	48,673 +8,015	+20%	+$418K	0.03%	368
2024 Q3	$2.16M	Sell	40,658 -33	-0.1%	-$1.73K	0.02%	421
2024 Q2	$2.08M	Buy	+40,691	New	+$2.08M	0.03%	411

Other funds holding DFSB

AWP

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

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 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 $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

OneDigital Investment Advisors's DFSB Position: Q1 2026 in Review

OneDigital Investment Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.94% in Q1 2026, buying an estimated $37.3K and bringing the position to 77,360 shares worth $4M. The position accounts for 0.04% of the portfolio, ranked #312.

OneDigital Investment Advisors first reported a position in DFSB in Q2 2024 and has held it in 8 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

OneDigital Investment Advisors held 77,360 shares of Dimensional Global Sustainability Fixed Income ETF worth $4M as of Q1 2026.
OneDigital Investment Advisors bought 717 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $37.3K.
Dimensional Global Sustainability Fixed Income ETF made up 0.04% of OneDigital Investment Advisors's portfolio in Q1 2026, its #312 holding.
OneDigital Investment Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.