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 Q2	$1.89M	Buy	36,340 +10,129	+39%	+$527K	0.01%	654
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 $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

Sequoia Financial Advisors's DFSB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 39% in Q2 2026, buying an estimated $527K and bringing the position to 36,340 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #654.

Sequoia Financial Advisors first reported a position in DFSB in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Sequoia Financial Advisors held 36,340 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.89M as of Q2 2026.
Sequoia Financial Advisors bought 10,129 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $527K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #654 holding.
Sequoia Financial Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.