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Steward Partners Investment Advisory’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-200
Closed -$10.3K – 4716
2026
Q1 		$10.3K Hold
200
– – ﹤0.01% 3542
2025
Q4 		$10.4K Hold
200
– – ﹤0.01% 3432
2025
Q3 		$10.7K Hold
200
– – ﹤0.01% 3376
2025
Q2 		$10.5K Hold
200
– – ﹤0.01% 3192
2025
Q1 		$10.3K Hold
200
– – ﹤0.01% 3084
2024
Q4 		$10.2K Hold
200
– – ﹤0.01% 3089
2024
Q3 		$10.6K Hold
200
– – ﹤0.01% 2925
2024
Q2 		$10.2K Hold
200
– – ﹤0.01% 2813
2024
Q1 		$10.4K Hold
200
– – ﹤0.01% 2798
2023
Q4 		$10.4K Hold
200
– – ﹤0.01% 2695
2023
Q3 		$9.97K Buy
+200
New +$10.2K ﹤0.01% 2601

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
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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
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

Steward Partners Investment Advisory's DFSB Position: Q2 2026 in Review

Steward Partners Investment Advisory sold out of Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2026, closing a stake of 200 shares — an estimated $10.3K sold.

Steward Partners Investment Advisory first reported a position in DFSB in Q3 2023 and held it in 11 quarters. The position peaked at $10.7K in Q3 2025. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Steward Partners Investment Advisory reported no remaining Dimensional Global Sustainability Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 200 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $10.3K.
  • Steward Partners Investment Advisory first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and held it in 11 quarters.
  • Steward Partners Investment Advisory's Dimensional Global Sustainability Fixed Income ETF position peaked at $10.7K in Q3 2025.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.