SA
DFSB icon

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

Stewardship 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 		$402K Buy
7,714
+659
+9% +$34.3K 0.08% 113
2026
Q1 		$365K Buy
7,055
+353
+5% +$18.4K 0.08% 112
2025
Q4 		$347K Buy
6,702
+421
+7% +$22.2K 0.08% 107
2025
Q3 		$335K Buy
6,281
+904
+17% +$47.6K 0.08% 107
2025
Q2 		$282K Buy
5,377
+132
+3% +$6.81K 0.07% 113
2025
Q1 		$270K Buy
5,245
+653
+14% +$33.4K 0.07% 114
2024
Q4 		$234K Buy
+4,592
New +$239K 0.06% 136

Other funds holding DFSB

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Stewardship Advisors's DFSB Position: Q2 2026 in Review

Stewardship Advisors increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 9.3% in Q2 2026, buying an estimated $34.3K and bringing the position to 7,714 shares worth $402K. The position accounts for 0.08% of the portfolio, ranked #113.

Stewardship Advisors first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Stewardship Advisors held 7,714 shares of Dimensional Global Sustainability Fixed Income ETF worth $402K as of Q2 2026.
  • Stewardship Advisors bought 659 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $34.3K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.08% of Stewardship Advisors's portfolio in Q2 2026, its #113 holding.
  • Stewardship Advisors first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 30 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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