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DFSB icon

BetterWealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

BetterWealth’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
Q1 		$810K Buy
15,656
+293
+2% +$15.3K 0.16% 33
2025
Q4 		$796K Buy
15,363
+712
+5% +$37.6K 0.18% 33
2025
Q3 		$780K Buy
14,651
+520
+4% +$27.4K 0.19% 33
2025
Q2 		$741K Buy
14,131
+584
+4% +$30.1K 0.19% 33
2025
Q1 		$698K Sell
13,547
-3,607
-21% -$185K 0.2% 33
2024
Q4 		$874K Buy
17,154
+1,264
+8% +$65.9K 0.24% 33
2024
Q3 		$845K Sell
15,890
-485
-3% -$25.4K 0.25% 30
2024
Q2 		$837K Buy
16,375
+382
+2% +$19.5K 0.27% 28
2024
Q1 		$828K Buy
15,993
+831
+5% +$42.8K 0.27% 29
2023
Q4 		$787K Buy
15,162
+583
+4% +$29.3K 0.27% 30
2023
Q3 		$727K Sell
14,579
-90
-0.6% -$4.57K 0.29% 25
2023
Q2 		$750K Buy
14,669
+518
+4% +$26.7K 0.29% 23
2023
Q1 		$734K Buy
+14,151
New +$727K 0.3% 23

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

BetterWealth's DFSB Position: Q1 2026 in Review

BetterWealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.9% in Q1 2026, buying an estimated $15.3K and bringing the position to 15,656 shares worth $810K. The position accounts for 0.16% of the portfolio, ranked #33.

BetterWealth first reported a position in DFSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $874K in Q4 2024. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • BetterWealth held 15,656 shares of Dimensional Global Sustainability Fixed Income ETF worth $810K as of Q1 2026.
  • BetterWealth bought 293 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $15.3K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.16% of BetterWealth's portfolio in Q1 2026, its #33 holding.
  • BetterWealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • BetterWealth's Dimensional Global Sustainability Fixed Income ETF position peaked at $874K in Q4 2024.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on BetterWealth's 13F filing for Q1 2026, filed 24 Apr 2026.