XY Planning Network’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

XY Planning Network’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	$349K	Hold	7,053	–	–	0.04%	294
2026 Q2	$368K	Hold	7,053	–	–	0.05%	254
2026 Q1	$365K	Hold	7,053	–	–	0.06%	212
2025 Q4	$365K	Hold	7,053	–	–	0.06%	191
2025 Q3	$370K	Hold	7,053	–	–	0.13%	126
2025 Q2	$370K	Buy	+7,053	New	+$364K	0.13%	126

Other funds holding DFSB

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

SRWM

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

AIC

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

XY Planning Network's DFSB Position: Q3 2026 in Review

XY Planning Network held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q3 2026 at 7,053 shares worth $349K. The position accounts for 0.04% of the portfolio, ranked #294.

XY Planning Network first reported a position in DFSB in Q2 2025 and has held it in 6 quarters since. The position peaked at $370K in Q3 2025. 27 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

XY Planning Network held 7,053 shares of Dimensional Global Sustainability Fixed Income ETF worth $349K as of Q3 2026.
XY Planning Network left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q3 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.04% of XY Planning Network's portfolio in Q3 2026, its #294 holding.
XY Planning Network first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's Dimensional Global Sustainability Fixed Income ETF position peaked at $370K in Q3 2025.
27 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.