RWM
DFSB icon

Ruedi Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Ruedi Wealth Management’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
-562
Closed -$28.9K – 122
2025
Q1 		$28.9K Hold
562
– – 0.01% 110
2024
Q4 		$28.6K Hold
562
– – 0.01% 107
2024
Q3 		$29.9K Buy
+562
New +$29.4K 0.01% 109

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

Ruedi Wealth Management's DFSB Position: Q2 2025 in Review

Ruedi Wealth Management sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2025, closing a stake of 562 shares — an estimated $28.9K sold.

Ruedi Wealth Management first reported a position in DFSB in Q3 2024 and held it in 3 quarters. The position peaked at $29.9K in Q3 2024. 93 funds tracked by Wall St. Rank hold DFSB as of Q2 2025.

  • Ruedi Wealth Management reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 562 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2025, an estimated $28.9K.
  • Ruedi Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and held it in 3 quarters.
  • Ruedi Wealth Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $29.9K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.