SA
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Skyline Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Skyline 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 		$872K Sell
16,851
-5,939
-26% -$309K 0.3% 49
2025
Q4 		$1.18M Buy
22,790
+2,511
+12% +$132K 0.39% 29
2025
Q3 		$1.08M Buy
20,279
+421
+2% +$22.2K 0.37% 32
2025
Q2 		$1.04M Buy
19,858
+1,389
+8% +$71.6K 0.38% 34
2025
Q1 		$951K Buy
18,469
+2,454
+15% +$126K 0.37% 33
2024
Q4 		$816K Buy
+16,015
New +$835K 0.32% 37

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

Skyline Advisors's DFSB Position: Q1 2026 in Review

Skyline Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 26% in Q1 2026, selling an estimated $309K and leaving 16,851 shares worth $872K. The position accounts for 0.3% of the portfolio, ranked #49.

Skyline Advisors first reported a position in DFSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.18M in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Skyline Advisors held 16,851 shares of Dimensional Global Sustainability Fixed Income ETF worth $872K as of Q1 2026.
  • Skyline Advisors sold 5,939 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $309K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.3% of Skyline Advisors's portfolio in Q1 2026, its #49 holding.
  • Skyline Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Skyline Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $1.18M in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Skyline Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.