RF
DFSB icon

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

Rossby 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
2026
Q1 		$448K Buy
8,660
+4,864
+128% +$253K 0.09% 203
2025
Q4 		$197K Buy
3,796
+231
+6% +$12.2K 0.06% 280
2025
Q3 		$190K Buy
+3,565
New +$188K 0.06% 294

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
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
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
SW
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

Rossby Financial's DFSB Position: Q1 2026 in Review

Rossby Financial increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 128% in Q1 2026, buying an estimated $253K and bringing the position to 8,660 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #203.

Rossby Financial first reported a position in DFSB in Q3 2025 and has held it in 3 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Rossby Financial held 8,660 shares of Dimensional Global Sustainability Fixed Income ETF worth $448K as of Q1 2026.
  • Rossby Financial bought 4,864 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $253K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.09% of Rossby Financial's portfolio in Q1 2026, its #203 holding.
  • Rossby Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.