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

Vestment Financial’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 		$620K Buy
11,989
+797
+7% +$41.5K 0.28% 30
2026
Q1 		$585K Sell
11,192
-389
-3% -$20.3K 0.28% 29
2025
Q4 		$603K Buy
11,581
+1,523
+15% +$80.4K 0.31% 29
2025
Q3 		$537K Buy
10,058
+1,027
+11% +$54.1K 0.31% 30
2025
Q2 		$473K Buy
9,031
+1,613
+22% +$83.2K 0.3% 31
2025
Q1 		$383K Sell
7,418
-175
-2% -$8.96K 0.27% 32
2024
Q4 		$384K Buy
+7,593
New +$396K 0.29% 31

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 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
CWD
Clarity Wealth Development Corvallis, Oregon $180M AUM 18.72% 1-Year Est. Return

Vestment Financial's DFSB Position: Q2 2026 in Review

Vestment Financial increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 7.1% in Q2 2026, buying an estimated $41.5K and bringing the position to 11,989 shares worth $620K. The position accounts for 0.28% of the portfolio, ranked #30.

Vestment Financial first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. 60 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Vestment Financial held 11,989 shares of Dimensional Global Sustainability Fixed Income ETF worth $620K as of Q2 2026.
  • Vestment Financial bought 797 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $41.5K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.28% of Vestment Financial's portfolio in Q2 2026, its #30 holding.
  • Vestment Financial first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 60 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.