Concord Wealth Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Concord Wealth Partners’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	$618K	Sell	11,952 -1,541	-11%	-$80.3K	0.08%	138
2025 Q4	$699K	Buy	13,493 +877	+7%	+$46.3K	0.09%	140
2025 Q3	$672K	Hold	12,616	–	–	0.09%	141
2025 Q2	$661K	Hold	12,616	–	–	0.1%	143
2025 Q1	$650K	Buy	12,616 +6	+0%	+$307	0.11%	138
2024 Q4	$642K	Buy	12,610 +86	+0.7%	+$4.48K	0.11%	130
2024 Q3	$666K	Buy	12,524 +21	+0.2%	+$1.1K	0.11%	120
2024 Q2	$639K	Buy	12,503 +28	+0.2%	+$1.43K	0.11%	124
2024 Q1	$646K	Buy	12,475 +890	+8%	+$45.8K	0.12%	125
2023 Q4	$601K	Buy	+11,585	New	+$582K	0.12%	116

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 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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

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

Concord Wealth Partners's DFSB Position: Q1 2026 in Review

Concord Wealth Partners reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 11% in Q1 2026, selling an estimated $80.3K and leaving 11,952 shares worth $618K. The position accounts for 0.08% of the portfolio, ranked #138.

Concord Wealth Partners first reported a position in DFSB in Q4 2023 and has held it in 10 quarters since. The position peaked at $699K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Concord Wealth Partners held 11,952 shares of Dimensional Global Sustainability Fixed Income ETF worth $618K as of Q1 2026.
Concord Wealth Partners sold 1,541 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $80.3K.
Dimensional Global Sustainability Fixed Income ETF made up 0.08% of Concord Wealth Partners's portfolio in Q1 2026, its #138 holding.
Concord Wealth Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
Concord Wealth Partners's Dimensional Global Sustainability Fixed Income ETF position peaked at $699K in Q4 2025.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.