Samalin Investment Counsel’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Samalin Investment Counsel’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	$1.42M	Buy	27,209 +115	+0.4%	+$5.98K	0.44%	61
2026 Q1	$1.4M	Sell	27,094 -852	-3%	-$44.4K	0.5%	48
2025 Q4	$1.45M	Buy	27,946 +605	+2%	+$31.9K	0.51%	42
2025 Q3	$1.46M	Buy	27,341 +1,093	+4%	+$57.6K	0.5%	43
2025 Q2	$1.38M	Sell	26,248 -4,244	-14%	-$219K	0.53%	40
2025 Q1	$1.57M	Buy	30,492 +130	+0.4%	+$6.66K	0.64%	31
2024 Q4	$1.55M	Buy	30,362 +411	+1%	+$21.4K	0.66%	31
2024 Q3	$1.59M	Buy	29,951 +864	+3%	+$45.2K	0.69%	32
2024 Q2	$1.49M	Buy	29,087 +2,577	+10%	+$132K	0.69%	29
2024 Q1	$1.37M	Buy	26,510 +18,232	+220%	+$938K	0.65%	35
2023 Q4	$430K	Buy	+8,278	New	+$416K	0.22%	156

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

Samalin Investment Counsel's DFSB Position: Q2 2026 in Review

Samalin Investment Counsel increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.42% in Q2 2026, buying an estimated $5.98K and bringing the position to 27,209 shares worth $1.42M. The position accounts for 0.44% of the portfolio, ranked #61.

Samalin Investment Counsel first reported a position in DFSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.59M in Q3 2024. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Samalin Investment Counsel held 27,209 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.42M as of Q2 2026.
Samalin Investment Counsel bought 115 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $5.98K.
Dimensional Global Sustainability Fixed Income ETF made up 0.44% of Samalin Investment Counsel's portfolio in Q2 2026, its #61 holding.
Samalin Investment Counsel first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
Samalin Investment Counsel's Dimensional Global Sustainability Fixed Income ETF position peaked at $1.59M in Q3 2024.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.