Sprinkle Financial Consultants’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Sprinkle Financial Consultants’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 Q3	$208K	Buy	4,190 +57	+1%	+$2.9K	0.08%	106
2026 Q2	$215K	Buy	4,133 +42	+1%	+$2.18K	0.08%	101
2026 Q1	$212K	Hold	4,091	–	–	0.1%	96
2025 Q4	$212K	Buy	4,091 +131	+3%	+$6.91K	0.11%	87
2025 Q3	$211K	Hold	3,960	–	–	0.12%	83
2025 Q2	$208K	Hold	3,960	–	–	0.13%	79
2025 Q1	$204K	Buy	3,960 +6	+0.2%	+$307	0.13%	75
2024 Q4	$201K	Buy	3,954 +96	+2%	+$5K	0.14%	69
2024 Q3	$205K	Buy	+3,858	New	+$202K	0.15%	67

Other funds holding DFSB

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sprinkle Financial Consultants's DFSB Position: Q3 2026 in Review

Sprinkle Financial Consultants increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.4% in Q3 2026, buying an estimated $2.9K and bringing the position to 4,190 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #106.

Sprinkle Financial Consultants first reported a position in DFSB in Q3 2024 and has held it in 9 quarters since. The position peaked at $215K in Q2 2026. 45 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Sprinkle Financial Consultants held 4,190 shares of Dimensional Global Sustainability Fixed Income ETF worth $208K as of Q3 2026.
Sprinkle Financial Consultants bought 57 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $2.9K.
Dimensional Global Sustainability Fixed Income ETF made up 0.08% of Sprinkle Financial Consultants's portfolio in Q3 2026, its #106 holding.
Sprinkle Financial Consultants first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 9 quarters since.
Sprinkle Financial Consultants's Dimensional Global Sustainability Fixed Income ETF position peaked at $215K in Q2 2026.
45 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Sprinkle Financial Consultants's 13F filing for Q3 2026, filed 9 Oct 2026.