Root Financial Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Root Financial 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 Q1	$936K	Buy	18,087 +9,203	+104%	+$479K	0.04%	109
2025 Q4	$460K	Buy	8,884 +3,099	+54%	+$164K	0.02%	177
2025 Q3	$308K	Buy	5,785 +1,883	+48%	+$99.2K	0.02%	209
2025 Q2	$205K	Buy	+3,902	New	+$201K	0.02%	243

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 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

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

Root Financial Partners's DFSB Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 104% in Q1 2026, buying an estimated $479K and bringing the position to 18,087 shares worth $936K. The position accounts for 0.04% of the portfolio, ranked #109.

Root Financial Partners first reported a position in DFSB in Q2 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Root Financial Partners held 18,087 shares of Dimensional Global Sustainability Fixed Income ETF worth $936K as of Q1 2026.
Root Financial Partners bought 9,203 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $479K.
Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Root Financial Partners's portfolio in Q1 2026, its #109 holding.
Root Financial Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.