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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
Q2 		$467K Buy
8,962
+302
+3% +$15.7K 0.09% 213
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

Abacus Wealth Partners
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MASECO Private Wealth
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Seeds Investor
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Planning Center Inc
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Rossby Financial's DFSB Position: Q2 2026 in Review

Rossby Financial increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 3.5% in Q2 2026, buying an estimated $15.7K and bringing the position to 8,962 shares worth $467K. The position accounts for 0.09% of the portfolio, ranked #213.

Rossby Financial first reported a position in DFSB in Q3 2025 and has held it in 4 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Rossby Financial held 8,962 shares of Dimensional Global Sustainability Fixed Income ETF worth $467K as of Q2 2026.
  • Rossby Financial bought 302 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $15.7K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.09% of Rossby Financial's portfolio in Q2 2026, its #213 holding.
  • Rossby Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.