QFA
DFSB icon

Quantum Financial Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Quantum Financial 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
Q2 		$28.2M Buy
540,560
+14,198
+3% +$739K 2.79% 8
2026
Q1 		$27.2M Buy
526,362
+11,250
+2% +$586K 3.06% 8
2025
Q4 		$26.7M Buy
515,112
+28,060
+6% +$1.48M 3% 7
2025
Q3 		$25.9M Buy
487,052
+33,491
+7% +$1.76M 3.16% 5
2025
Q2 		$23.8M Sell
453,561
-2,676
-0.6% -$138K 3.22% 6
2025
Q1 		$23.5M Buy
456,237
+58,888
+15% +$3.02M 3.5% 5
2024
Q4 		$20.2M Buy
397,349
+41,195
+12% +$2.15M 3.09% 7
2024
Q3 		$18.9M Buy
356,154
+5,428
+2% +$284K 2.96% 8
2024
Q2 		$17.9M Buy
350,726
+179,798
+105% +$9.18M 3.15% 8
2024
Q1 		$8.85M Buy
170,928
+60,254
+54% +$3.1M 1.63% 17
2023
Q4 		$5.74M Buy
110,674
+71,494
+182% +$3.59M 1.4% 16
2023
Q3 		$1.95M Buy
39,180
+2,290
+6% +$116K 0.57% 23
2023
Q2 		$1.89M Sell
36,890
-620
-2% -$31.9K 0.55% 23
2023
Q1 		$1.95M Buy
+37,510
New +$1.93M 0.61% 23

Other funds holding DFSB

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return
LFA
Level Financial Advisors East Amherst, New York $448M AUM 16.6% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return

Quantum Financial Advisors's DFSB Position: Q2 2026 in Review

Quantum Financial Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.7% in Q2 2026, buying an estimated $739K and bringing the position to 540,560 shares worth $28.2M. The position accounts for 2.79% of the portfolio, ranked #8.

Quantum Financial Advisors first reported a position in DFSB in Q1 2023 and has held it in 14 quarters since. 25 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Quantum Financial Advisors held 540,560 shares of Dimensional Global Sustainability Fixed Income ETF worth $28.2M as of Q2 2026.
  • Quantum Financial Advisors bought 14,198 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $739K.
  • Dimensional Global Sustainability Fixed Income ETF made up 2.79% of Quantum Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Quantum Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • 25 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.