Commonwealth Equity Services
DFSB icon

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
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 		$1.01K Buy
+19,504
New +$1M ﹤0.01% 2029

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

Commonwealth Equity Services's DFSB Position: Q1 2026 in Review

Commonwealth Equity Services increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 4.6% in Q1 2026, buying an estimated $46.2K and bringing the position to 20,356 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Commonwealth Equity Services first reported a position in DFSB in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.15M in Q4 2023. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Commonwealth Equity Services held 20,356 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.05M as of Q1 2026.
  • Commonwealth Equity Services bought 887 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $46.2K.
  • Dimensional Global Sustainability Fixed Income ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2572 holding.
  • Commonwealth Equity Services first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • Commonwealth Equity Services's Dimensional Global Sustainability Fixed Income ETF position peaked at $3.15M in Q4 2023.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.