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DFSB icon

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
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 $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

Compass Capital Corp's DFSB Position: Q1 2026 in Review

Compass Capital Corp increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 5.6% in Q1 2026, buying an estimated $20.5K and bringing the position to 7,456 shares worth $388K. The position accounts for 0.14% of the portfolio, ranked #138.

Compass Capital Corp first reported a position in DFSB in Q4 2024 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Compass Capital Corp held 7,456 shares of Dimensional Global Sustainability Fixed Income ETF worth $388K as of Q1 2026.
  • Compass Capital Corp bought 393 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $20.5K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.14% of Compass Capital Corp's portfolio in Q1 2026, its #138 holding.
  • Compass Capital Corp first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Compass Capital Corp's 13F filing for Q1 2026, filed 8 May 2026.