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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
Q2 		$625K Buy
11,999
+47
+0.4% +$2.45K 0.07% 144
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 $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

Concord Wealth Partners's DFSB Position: Q2 2026 in Review

Concord Wealth Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.39% in Q2 2026, buying an estimated $2.45K and bringing the position to 11,999 shares worth $625K. The position accounts for 0.07% of the portfolio, ranked #144.

Concord Wealth Partners first reported a position in DFSB in Q4 2023 and has held it in 11 quarters since. The position peaked at $699K in Q4 2025. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Concord Wealth Partners held 11,999 shares of Dimensional Global Sustainability Fixed Income ETF worth $625K as of Q2 2026.
  • Concord Wealth Partners bought 47 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $2.45K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.07% of Concord Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Concord Wealth Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • Concord Wealth Partners's Dimensional Global Sustainability Fixed Income ETF position peaked at $699K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.