Commonwealth Equity Services’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Commonwealth Equity Services’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	$1.07M	Buy	20,479 +123	+0.6%	+$6.4K	﹤0.01%	2672
2026 Q1	$1.05M	Buy	20,356 +887	+5%	+$46.2K	﹤0.01%	2572
2025 Q4	$1.01M	Buy	19,469 +1,181	+6%	+$62.3K	﹤0.01%	2563
2025 Q3	$974K	Buy	18,288 +558	+3%	+$29.4K	﹤0.01%	2605
2025 Q2	$930K	Sell	17,730 -37,826	-68%	-$1.95M	﹤0.01%	2632
2025 Q1	$2.86M	Buy	55,556 +1,272	+2%	+$65.1K	﹤0.01%	1662
2024 Q4	$2.77M	Sell	54,284 -1,217	-2%	-$63.4K	﹤0.01%	1642
2024 Q3	$2.95M	Sell	55,501 -194	-0.3%	-$10.1K	﹤0.01%	1573
2024 Q2	$2.85M	Buy	55,695 +2,437	+5%	+$124K	﹤0.01%	1561
2024 Q1	$2.76M	Sell	53,258 -7,529	-12%	-$387K	﹤0.01%	1551
2023 Q4	$3.15M	Buy	60,787 +7,300	+14%	+$367K	0.01%	1394
2023 Q3	$2.67M	Buy	53,487 +13,229	+33%	+$672K	0.01%	1410
2023 Q2	$2.06M	Buy	40,258 +20,754	+106%	+$1.07M	﹤0.01%	1598
2023 Q1	$1.01M	Buy	+19,504	New	+$1M	﹤0.01%	2029

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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Commonwealth Equity Services's DFSB Position: Q2 2026 in Review

Commonwealth Equity Services increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.6% in Q2 2026, buying an estimated $6.4K and bringing the position to 20,479 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #2672.

Commonwealth Equity Services first reported a position in DFSB in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.15M in Q4 2023. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Commonwealth Equity Services held 20,479 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.07M as of Q2 2026.
Commonwealth Equity Services bought 123 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $6.4K.
Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2672 holding.
Commonwealth Equity Services first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
Commonwealth Equity Services's Dimensional Global Sustainability Fixed Income ETF position peaked at $3.15M in Q4 2023.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.