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DFSBDFSB
5 quarters

Position history for Creative PlanningCreative Planning's holdings in DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

Creative Planning holds 8,119 shares of DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF), worth $423,056 as of 2026-Q2. The position was increased (+35.5% shares). DFSB represents 0.0% of Creative Planning's portfolio.

Current Value

$423,056

Current Shares

8,119

Total Value Change

+$112,995

Total Shares Change

+2,205

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
8,119
+35.5%
$423,0560.0%$51.41
31
2026-Q1
Decreased
5,990
-10.7%
$309,9550.0%$50.52
0
2025-Q4
Increased
6,709
+13.4%
$347,5420.0%$50.57
27
2025-Q3
Unchanged
5,914
0.0%
$315,0280.0%$50.35
0
2025-Q2
New
5,914
-
$310,0610.0%$49.56
32

Other major holders of DFSB: MERCER GLOBAL ADVISORS INC /ADV, SEI INVESTMENTS CO

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