Raymond James Financial
DFSB icon

Raymond James Financial’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Raymond James Financial’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
-175,533
Closed -$9.04M – 7012
2025
Q1 		$9.04M Buy
+175,533
New +$8.99M ﹤0.01% 1882

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
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
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

Raymond James Financial's DFSB Position: Q2 2025 in Review

Raymond James Financial sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2025, closing a stake of 175,533 shares — an estimated $9.04M sold.

Raymond James Financial first reported a position in DFSB in Q1 2025 and held it in 1 quarter. The position peaked at $9.04M in Q1 2025. 93 funds tracked by Wall St. Rank hold DFSB as of Q2 2025.

  • Raymond James Financial reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Raymond James Financial sold 175,533 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2025, an estimated $9.04M.
  • Raymond James Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Raymond James Financial's Dimensional Global Sustainability Fixed Income ETF position peaked at $9.04M in Q1 2025.
  • 93 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2025.

Based on Raymond James Financial's 13F filing for Q2 2025, filed 14 Aug 2025.