Want to track DFSB and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Dimensional Global Sustainability Fixed Income ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Thaddeus Gilliam Verisail Partners, LLC | 13,427 | $697,893.4 | $672,558.43 | -$25,334.97 | -3.63% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 258,358 | $13.26M | $12.92M | -$339,129.86 | -2.56% |
 Taylor Faw Strathmore Capital Advisors, Inc. | 17,625 | $920,916.69 | $883,541.25 | -$37,375.44 | -4.06% |
 Daniel Andersen Parkshore Wealth Management, Inc. | 259,338 | $13.4M | $13M | -$398,399.25 | -2.97% |
 Bruce Barton Parkworth Wealth Management, Inc. | 2,506 | $127,674.45 | $125,600.72 | -$2,073.73 | -1.62% |
 Ariadne Wealth Management Ariadne Wealth Management, LP | 4,666 | $239,515.32 | $233,906.58 | -$5,608.74 | -2.34% |
 von Borstel & Associates Inc. von Borstel & Associates Inc. | 34,250 | $1.78M | $1.72M | -$67,950.13 | -3.81% |
 Kathleen Schroeder Babb Wealth Advisors LLC | 28,869 | $1.48M | $1.45M | -$38,819.13 | -2.62% |
 Kay Dee Cole Clarity Wealth Development LLC | 72,072 | $3.76M | $3.61M | -$144,144.08 | -3.84% |
 Lyn Dippel Curio Wealth LLC | 21,108 | $1.11M | $1.06M | -$47,545.67 | -4.3% |
| EFL Envision Financial LLC Envision Financial LLC | 4,115 | $203,897 | $206,284.95 | $2,387.95 | 1.17% |
 Allodium Investment Consultants LLC Allodium Investment Consultants LLC | 120,462 | $6.19M | $6.04M | -$143,816.33 | -2.32% |
 Citrine Capital LLC Citrine Capital LLC | 172,560 | $8.81M | $8.66M | -$154,983.93 | -1.76% |
| TJ Tyler Johnson Wealth Advisors Northwest LLC | 21,157 | $1.09M | $1.06M | -$32,483.17 | -2.97% |
| LC Linde Carroll Momentous Wealth Management Inc. | 189,457 | $9.7M | $9.49M | -$217,804.56 | -2.24% |
 Rossby Financial LLC Rossby Financial LLC | 8,962 | $469,697.9 | $449,265.06 | -$20,432.84 | -4.35% |
| KV Katherine Vessenes Vestment Financial LLC | 12,175 | $624,631.99 | $610,150.12 | -$14,481.87 | -2.32% |
 Pinney & Scofield Inc. Pinney & Scofield Inc. | 1,140 | $59,030.27 | $57,205.2 | -$1,825.07 | -3.09% |
 Aspen Capital Management LLC Aspen Capital Management LLC | 8,455 | $441,088.07 | $423,680.05 | -$17,408.02 | -3.95% |
 Maseco LLP Maseco LLP | 1.92M | $100.73M | $96.29M | -$4.44M | -4.41% |
2026 © Marketlog. All Rights Reserved.
