Shore Point Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Shore Point 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	$404K	Sell	7,748 -120	-2%	-$6.24K	0.14%	54
2026 Q1	$407K	Buy	7,868 +282	+4%	+$14.7K	0.16%	53
2025 Q4	$393K	Buy	7,586 +165	+2%	+$8.71K	0.17%	50
2025 Q3	$395K	Buy	7,421 +338	+5%	+$17.8K	0.17%	53
2025 Q2	$371K	Sell	7,083 -924	-12%	-$47.7K	0.18%	53
2025 Q1	$412K	Buy	+8,007	New	+$410K	0.22%	45

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $180M AUM 18.72% 1-Year Est. Return

Shore Point Advisors's DFSB Position: Q2 2026 in Review

Shore Point Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.5% in Q2 2026, selling an estimated $6.24K and leaving 7,748 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #54.

Shore Point Advisors first reported a position in DFSB in Q1 2025 and has held it in 6 quarters since. The position peaked at $412K in Q1 2025. 67 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Shore Point Advisors held 7,748 shares of Dimensional Global Sustainability Fixed Income ETF worth $404K as of Q2 2026.
Shore Point Advisors sold 120 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $6.24K.
Dimensional Global Sustainability Fixed Income ETF made up 0.14% of Shore Point Advisors's portfolio in Q2 2026, its #54 holding.
Shore Point Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
Shore Point Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $412K in Q1 2025.
67 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Shore Point Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.