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Private Advisor Group’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Private Advisor Group’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 		$570K Buy
11,025
+34
+0.3% +$1.77K ﹤0.01% 1777
2025
Q4 		$569K Buy
10,991
+144
+1% +$7.6K ﹤0.01% 1741
2025
Q3 		$578K Buy
10,847
+95
+0.9% +$5K ﹤0.01% 1699
2025
Q2 		$564K Buy
10,752
+365
+4% +$18.8K ﹤0.01% 1625
2025
Q1 		$535K Buy
10,387
+141
+1% +$7.22K ﹤0.01% 1561
2024
Q4 		$522K Sell
10,246
-219
-2% -$11.4K ﹤0.01% 1546
2024
Q3 		$556K Buy
10,465
+1,070
+11% +$56K ﹤0.01% 1555
2024
Q2 		$480K Buy
9,395
+4,163
+80% +$213K ﹤0.01% 1583
2024
Q1 		$271K Buy
+5,232
New +$269K ﹤0.01% 1913

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

Private Advisor Group's DFSB Position: Q1 2026 in Review

Private Advisor Group increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.31% in Q1 2026, buying an estimated $1.77K and bringing the position to 11,025 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Private Advisor Group first reported a position in DFSB in Q1 2024 and has held it in 9 quarters since. The position peaked at $578K in Q3 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Private Advisor Group held 11,025 shares of Dimensional Global Sustainability Fixed Income ETF worth $570K as of Q1 2026.
  • Private Advisor Group bought 34 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $1.77K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Private Advisor Group's portfolio in Q1 2026, its #1777 holding.
  • Private Advisor Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
  • Private Advisor Group's Dimensional Global Sustainability Fixed Income ETF position peaked at $578K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.