Beacon Hill Wealth Management
DFSB icon

Beacon Hill Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Beacon Hill Wealth Management’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 		$2.42M Buy
48,854
+4,393
+10% +$223K 1.47% 11
2026
Q2 		$2.32M Buy
+44,461
New +$2.31M 1.61% 11

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MASECO Private Wealth
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Quantum Financial Advisors
Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Seeds Investor
Seeds Investor New York $1B AUM 28.17% 1-Year Est. Return
Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Shira Ridge Wealth Management
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Planning Center Inc
Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

Beacon Hill Wealth Management's DFSB Position: Q3 2026 in Review

Beacon Hill Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 9.9% in Q3 2026, buying an estimated $223K and bringing the position to 48,854 shares worth $2.42M. The position accounts for 1.47% of the portfolio, ranked #11.

Beacon Hill Wealth Management first reported a position in DFSB in Q2 2026 and has held it in 2 quarters since. 109 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Beacon Hill Wealth Management held 48,854 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.42M as of Q3 2026.
  • Beacon Hill Wealth Management bought 4,393 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $223K.
  • Dimensional Global Sustainability Fixed Income ETF made up 1.47% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #11 holding.
  • Beacon Hill Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 109 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.