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 Q2	$857K	Sell	16,437 -414	-2%	-$21.5K	0.27%	51
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 $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

Skyline Advisors's DFSB Position: Q2 2026 in Review

Skyline Advisors reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.5% in Q2 2026, selling an estimated $21.5K and leaving 16,437 shares worth $857K. The position accounts for 0.27% of the portfolio, ranked #51.

Skyline Advisors first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.18M in Q4 2025. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Skyline Advisors held 16,437 shares of Dimensional Global Sustainability Fixed Income ETF worth $857K as of Q2 2026.
Skyline Advisors sold 414 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $21.5K.
Dimensional Global Sustainability Fixed Income ETF made up 0.27% of Skyline Advisors's portfolio in Q2 2026, its #51 holding.
Skyline Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Skyline Advisors's Dimensional Global Sustainability Fixed Income ETF position peaked at $1.18M in Q4 2025.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Skyline Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.