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BEACON HILL WEALTH MANAGEMENT LTD.’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

BEACON HILL WEALTH MANAGEMENT LTD.’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
Q2 		$2.32M Buy
+44,461
New +$2.31M 1.61% 11

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return

BEACON HILL WEALTH MANAGEMENT LTD.'s DFSB Position: Q2 2026 in Review

BEACON HILL WEALTH MANAGEMENT LTD. opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2026: 44,461 shares worth $2.32M. The stake represents 1.61% of the portfolio and ranks #11 among its holdings.

104 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • BEACON HILL WEALTH MANAGEMENT LTD. held 44,461 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.32M as of Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF was a new BEACON HILL WEALTH MANAGEMENT LTD. position in Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 1.61% of BEACON HILL WEALTH MANAGEMENT LTD.'s portfolio in Q2 2026, its #11 holding.
  • 104 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on BEACON HILL WEALTH MANAGEMENT LTD.'s 13F filing for Q2 2026, filed 11 Aug 2026.