B
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
Q3 		$849K Buy
17,134
+92
+0.5% +$4.68K 0.14% 33
2026
Q2 		$888K Buy
17,042
+1,386
+9% +$72.1K 0.16% 36
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

PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $205M AUM 9.85% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

BetterWealth's DFSB Position: Q3 2026 in Review

BetterWealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.54% in Q3 2026, buying an estimated $4.68K and bringing the position to 17,134 shares worth $849K. The position accounts for 0.14% of the portfolio, ranked #33.

BetterWealth first reported a position in DFSB in Q1 2023 and has held it in 15 quarters since. The position peaked at $888K in Q2 2026. 23 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • BetterWealth held 17,134 shares of Dimensional Global Sustainability Fixed Income ETF worth $849K as of Q3 2026.
  • BetterWealth bought 92 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $4.68K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.14% of BetterWealth's portfolio in Q3 2026, its #33 holding.
  • BetterWealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 15 quarters since.
  • BetterWealth's Dimensional Global Sustainability Fixed Income ETF position peaked at $888K in Q2 2026.
  • 23 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on BetterWealth's 13F filing for Q3 2026, filed 15 Oct 2026.