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Compass Capital Corp’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Compass Capital Corp’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 		$380K Buy
7,460
+4
+0.1% +$208 0.12% 144
2026
Q1 		$388K Buy
7,456
+393
+6% +$20.5K 0.14% 138
2025
Q4 		$369K Buy
7,063
+304
+4% +$16K 0.14% 132
2025
Q3 		$359K Buy
6,759
+26
+0.4% +$1.37K 0.16% 116
2025
Q2 		$354K Buy
6,733
+8
+0.1% +$413 0.17% 125
2025
Q1 		$343K Buy
6,725
+390
+6% +$20K 0.18% 124
2024
Q4 		$323K Buy
+6,335
New +$330K 0.13% 154

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
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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
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

Compass Capital Corp's DFSB Position: Q2 2026 in Review

Compass Capital Corp increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.05% in Q2 2026, buying an estimated $208 and bringing the position to 7,460 shares worth $380K. The position accounts for 0.12% of the portfolio, ranked #144.

Compass Capital Corp first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. The position peaked at $388K in Q1 2026. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Compass Capital Corp held 7,460 shares of Dimensional Global Sustainability Fixed Income ETF worth $380K as of Q2 2026.
  • Compass Capital Corp bought 4 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $208.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.12% of Compass Capital Corp's portfolio in Q2 2026, its #144 holding.
  • Compass Capital Corp first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Compass Capital Corp's Dimensional Global Sustainability Fixed Income ETF position peaked at $388K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Compass Capital Corp's 13F filing for Q2 2026, filed 13 Aug 2026.