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 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 $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 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

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

Samalin Investment Counsel's DFSB Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 3% in Q1 2026, selling an estimated $44.4K and leaving 27,094 shares worth $1.4M. The position accounts for 0.5% of the portfolio, ranked #48.

Samalin Investment Counsel first reported a position in DFSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.59M in Q3 2024. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Samalin Investment Counsel held 27,094 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.4M as of Q1 2026.
Samalin Investment Counsel sold 852 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $44.4K.
Dimensional Global Sustainability Fixed Income ETF made up 0.5% of Samalin Investment Counsel's portfolio in Q1 2026, its #48 holding.
Samalin Investment Counsel first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
Samalin Investment Counsel's Dimensional Global Sustainability Fixed Income ETF position peaked at $1.59M in Q3 2024.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.