SFA
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Sequoia Financial Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Sequoia Financial Advisors’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 		$1.36M Buy
26,211
+10,755
+70% +$560K 0.01% 762
2025
Q4 		$801K Buy
15,456
+71
+0.5% +$3.75K ﹤0.01% 1001
2025
Q3 		$820K Buy
15,385
+1,463
+11% +$77.1K 0.01% 885
2025
Q2 		$730K Buy
13,922
+213
+2% +$11K 0.01% 828
2025
Q1 		$706K Buy
+13,709
New +$702K 0.01% 735

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
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
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
SW
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

Sequoia Financial Advisors's DFSB Position: Q1 2026 in Review

Sequoia Financial Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 70% in Q1 2026, buying an estimated $560K and bringing the position to 26,211 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #762.

Sequoia Financial Advisors first reported a position in DFSB in Q1 2025 and has held it in 5 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Sequoia Financial Advisors held 26,211 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.36M as of Q1 2026.
  • Sequoia Financial Advisors bought 10,755 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $560K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q1 2026, its #762 holding.
  • Sequoia Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Sequoia Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.