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RAM Investment Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

RAM Investment Partners’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 		$3.24M Sell
62,167
-630
-1% -$32.8K 0.52% 24
2026
Q1 		$3.25M Buy
62,797
+3,713
+6% +$193K 0.57% 20
2025
Q4 		$3.06M Buy
59,084
+7,519
+15% +$397K 0.55% 21
2025
Q3 		$2.75M Buy
51,565
+2,633
+5% +$139K 0.52% 22
2025
Q2 		$2.57M Buy
48,932
+8,504
+21% +$439K 0.54% 19
2025
Q1 		$2.08M Buy
40,428
+1,515
+4% +$77.6K 0.51% 18
2024
Q4 		$1.98M Buy
38,913
+4,547
+13% +$237K 0.49% 20
2024
Q3 		$1.83M Buy
34,366
+15,442
+82% +$807K 0.48% 19
2024
Q2 		$967K Buy
18,924
+6,814
+56% +$348K 0.28% 28
2024
Q1 		$627K Buy
12,110
+2,633
+28% +$135K 0.2% 34
2023
Q4 		$492K Buy
+9,477
New +$476K 0.17% 35

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
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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

RAM Investment Partners's DFSB Position: Q2 2026 in Review

RAM Investment Partners reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1% in Q2 2026, selling an estimated $32.8K and leaving 62,167 shares worth $3.24M. The position accounts for 0.52% of the portfolio, ranked #24.

RAM Investment Partners first reported a position in DFSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.25M in Q1 2026. 60 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • RAM Investment Partners held 62,167 shares of Dimensional Global Sustainability Fixed Income ETF worth $3.24M as of Q2 2026.
  • RAM Investment Partners sold 630 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $32.8K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.52% of RAM Investment Partners's portfolio in Q2 2026, its #24 holding.
  • RAM Investment Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • RAM Investment Partners's Dimensional Global Sustainability Fixed Income ETF position peaked at $3.25M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on RAM Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.