von Borstel & Associates’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

von Borstel & Associates’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 Q1	$890K	Buy	17,201 +7,769	+82%	+$405K	0.2%	19
2025 Q4	$488K	Buy	9,432 +1,435	+18%	+$75.7K	0.11%	26
2025 Q3	$423K	Buy	7,997 +524	+7%	+$27.6K	0.06%	96
2025 Q2	$394K	Buy	7,473 +188	+3%	+$9.7K	0.1%	26
2025 Q1	$375K	Sell	7,285 -1,771	-20%	-$90.7K	0.11%	26
2024 Q4	$461K	Buy	9,056 +4,128	+84%	+$215K	0.18%	23
2024 Q3	$262K	Buy	+4,928	New	+$258K	0.15%	33

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

von Borstel & Associates's DFSB Position: Q1 2026 in Review

von Borstel & Associates increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 82% in Q1 2026, buying an estimated $405K and bringing the position to 17,201 shares worth $890K. The position accounts for 0.2% of the portfolio, ranked #19.

von Borstel & Associates first reported a position in DFSB in Q3 2024 and has held it in 7 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

von Borstel & Associates held 17,201 shares of Dimensional Global Sustainability Fixed Income ETF worth $890K as of Q1 2026.
von Borstel & Associates bought 7,769 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $405K.
Dimensional Global Sustainability Fixed Income ETF made up 0.2% of von Borstel & Associates's portfolio in Q1 2026, its #19 holding.
von Borstel & Associates first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2024 and has held it in 7 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on von Borstel & Associates's 13F filing for Q1 2026, filed 12 May 2026.