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

Pathstone 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
2025 Q2	–	Sell	-5,039	Closed	-$261K	–	2217
2025 Q1	$261K	Hold	5,039	–	–	﹤0.01%	1971
2024 Q4	$257K	Buy	5,039 +122	+2%	+$6.36K	﹤0.01%	2041
2024 Q3	$261K	Buy	4,917 +28	+0.6%	+$1.46K	﹤0.01%	2041
2024 Q2	$250K	Buy	4,889 +41	+0.8%	+$2.09K	﹤0.01%	2035
2024 Q1	$251K	Buy	4,848 +22	+0.5%	+$1.13K	﹤0.01%	2030
2023 Q4	$251K	Buy	+4,826	New	+$242K	﹤0.01%	1941

Other funds holding DFSB

AWP

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

MWM

Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return

Pathstone Holdings's DFSB Position: Q2 2025 in Review

Pathstone Holdings sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2025, closing a stake of 5,039 shares — an estimated $261K sold.

Pathstone Holdings first reported a position in DFSB in Q4 2023 and held it in 6 quarters. The position peaked at $261K in Q3 2024. 93 funds tracked by Wall St. Rank hold DFSB as of Q2 2025.

Pathstone Holdings reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
Pathstone Holdings sold 5,039 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2025, an estimated $261K.
Pathstone Holdings first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and held it in 6 quarters.
Pathstone Holdings's Dimensional Global Sustainability Fixed Income ETF position peaked at $261K in Q3 2024.
93 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2025.

Based on Pathstone Holdings's 13F filing for Q2 2025, filed 12 Aug 2025.