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Planning Center Inc’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Planning Center Inc’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
Q2 		$10.1M Buy
193,316
+4,357
+2% +$227K 0.95% 17
2026
Q1 		$9.78M Buy
188,959
+4,748
+3% +$247K 0.99% 17
2025
Q4 		$9.54M Buy
184,211
+24,624
+15% +$1.3M 0.97% 17
2025
Q3 		$8.5M Buy
159,587
+909
+0.6% +$47.9K 0.89% 20
2025
Q2 		$8.32M Buy
158,678
+11,450
+8% +$590K 0.92% 17
2025
Q1 		$7.58M Buy
+147,228
New +$7.54M 0.9% 18

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $180M AUM 18.72% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Planning Center Inc's DFSB Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.3% in Q2 2026, buying an estimated $227K and bringing the position to 193,316 shares worth $10.1M. The position accounts for 0.95% of the portfolio, ranked #17.

Planning Center Inc first reported a position in DFSB in Q1 2025 and has held it in 6 quarters since. 60 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Planning Center Inc held 193,316 shares of Dimensional Global Sustainability Fixed Income ETF worth $10.1M as of Q2 2026.
  • Planning Center Inc bought 4,357 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $227K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.95% of Planning Center Inc's portfolio in Q2 2026, its #17 holding.
  • Planning Center Inc first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • 60 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.