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Brookstone Capital Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Brookstone Capital 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
Q2 		$219K Sell
4,195
-120
-3% -$6.24K ﹤0.01% 1229
2026
Q1 		$223K Buy
+4,315
New +$225K ﹤0.01% 1131

Other funds holding DFSB

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Brookstone Capital Management's DFSB Position: Q2 2026 in Review

Brookstone Capital Management reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.8% in Q2 2026, selling an estimated $6.24K and leaving 4,195 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Brookstone Capital Management first reported a position in DFSB in Q1 2026 and has held it in 2 quarters since. The position peaked at $223K in Q1 2026. 30 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Brookstone Capital Management held 4,195 shares of Dimensional Global Sustainability Fixed Income ETF worth $219K as of Q2 2026.
  • Brookstone Capital Management sold 120 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $6.24K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #1229 holding.
  • Brookstone Capital Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Brookstone Capital Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $223K in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.