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 Q2	$1.12M	Buy	21,465 +3,378	+19%	+$176K	0.04%	116
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 $952M AUM 22.68% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Root Financial Partners's DFSB Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 19% in Q2 2026, buying an estimated $176K and bringing the position to 21,465 shares worth $1.12M. The position accounts for 0.04% of the portfolio, ranked #116.

Root Financial Partners first reported a position in DFSB in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Root Financial Partners held 21,465 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.12M as of Q2 2026.
Root Financial Partners bought 3,378 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $176K.
Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Root Financial Partners's portfolio in Q2 2026, its #116 holding.
Root Financial Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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