SEI Investments’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

SEI Investments’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	$13.5M	Buy	261,136 +15,461	+6%	+$805K	0.01%	973
2025 Q4	$12.7M	Buy	245,675 +24,866	+11%	+$1.31M	0.01%	947
2025 Q3	$11.8M	Buy	220,809 +29,821	+16%	+$1.57M	0.01%	952
2025 Q2	$10M	Buy	190,988 +16,482	+9%	+$850K	0.01%	991
2025 Q1	$8.99M	Buy	174,506 +32,363	+23%	+$1.66M	0.01%	1014
2024 Q4	$7.24M	Buy	142,143 +22,276	+19%	+$1.16M	0.01%	1130
2024 Q3	$6.37M	Buy	119,867 +18,920	+19%	+$989K	0.01%	1181
2024 Q2	$5.16M	Buy	100,947 +52,135	+107%	+$2.66M	0.01%	1207
2024 Q1	$2.53M	Buy	+48,812	New	+$2.51M	﹤0.01%	1519

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

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

MWM

Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return

SEI Investments's DFSB Position: Q1 2026 in Review

SEI Investments increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 6.3% in Q1 2026, buying an estimated $805K and bringing the position to 261,136 shares worth $13.5M. The position accounts for 0.01% of the portfolio, ranked #973.

SEI Investments first reported a position in DFSB in Q1 2024 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

SEI Investments held 261,136 shares of Dimensional Global Sustainability Fixed Income ETF worth $13.5M as of Q1 2026.
SEI Investments bought 15,461 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $805K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of SEI Investments's portfolio in Q1 2026, its #973 holding.
SEI Investments first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2024 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on SEI Investments's 13F filing for Q1 2026, filed 13 May 2026.