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 Q3	$602K	Buy	12,175 +186	+2%	+$9.45K	0.27%	30
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

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

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

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 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

Vestment Financial's DFSB Position: Q3 2026 in Review

Vestment Financial increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.6% in Q3 2026, buying an estimated $9.45K and bringing the position to 12,175 shares worth $602K. The position accounts for 0.27% of the portfolio, ranked #30.

Vestment Financial first reported a position in DFSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $620K in Q2 2026. 75 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Vestment Financial held 12,175 shares of Dimensional Global Sustainability Fixed Income ETF worth $602K as of Q3 2026.
Vestment Financial bought 186 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $9.45K.
Dimensional Global Sustainability Fixed Income ETF made up 0.27% of Vestment Financial's portfolio in Q3 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 8 quarters since.
Vestment Financial's Dimensional Global Sustainability Fixed Income ETF position peaked at $620K in Q2 2026.
75 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Vestment Financial's 13F filing for Q3 2026, filed 13 Oct 2026.