Osaic Holdings
DFSB icon

Osaic Holdings’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Osaic Holdings’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 		$1.03M Buy
19,885
+8,674
+77% +$452K ﹤0.01% 2686
2025
Q4 		$581K Hold
11,211
– – ﹤0.01% 3204
2025
Q3 		$597K Buy
11,211
+1,595
+17% +$84K ﹤0.01% 3288
2025
Q2 		$504K Buy
9,616
+2,388
+33% +$123K ﹤0.01% 3127
2025
Q1 		$372K Buy
+7,228
New +$370K ﹤0.01% 3125
2024
Q4 		– Sell
-4,805
Closed -$255K – 7461
2024
Q3 		$255K Buy
+4,805
New +$251K ﹤0.01% 3462

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

Osaic Holdings's DFSB Position: Q1 2026 in Review

Osaic Holdings increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 77% in Q1 2026, buying an estimated $452K and bringing the position to 19,885 shares worth $1.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2686.

Osaic Holdings first reported a position in DFSB in Q3 2024 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Osaic Holdings held 19,885 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.03M as of Q1 2026.
  • Osaic Holdings bought 8,674 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $452K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2686 holding.
  • Osaic Holdings first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 6 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.