Coston McIsaac & Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Coston McIsaac & 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 Q3	$175K	Buy	3,541 +10	+0.3%	+$508	0.04%	167
2026 Q2	$184K	Buy	3,531 +10	+0.3%	+$520	0.04%	167
2026 Q1	$182K	Buy	3,521 +477	+16%	+$24.8K	0.04%	161
2025 Q4	$157K	Sell	3,044 -119	-4%	-$6.28K	0.04%	169
2025 Q3	$168K	Buy	3,163 +3	+0.1%	+$158	0.04%	162
2025 Q2	$165K	Hold	3,160	–	–	0.04%	155
2025 Q1	$162K	Buy	3,160 +3,112	+6,483%	+$159K	0.05%	140
2024 Q4	$2K	Buy	+48	New	+$2.5K	﹤0.01%	673

Other funds holding DFSB

Abacus Wealth Partners Santa Monica, California $886M AUM 14.95% 1-Year Est. Return

MASECO Private Wealth London $3.65B AUM 9.71% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.04B AUM 16.08% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Coston McIsaac & Partners's DFSB Position: Q3 2026 in Review

Coston McIsaac & Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.28% in Q3 2026, buying an estimated $508 and bringing the position to 3,541 shares worth $175K. The position accounts for 0.04% of the portfolio, ranked #167.

Coston McIsaac & Partners first reported a position in DFSB in Q4 2024 and has held it in 8 quarters since. The position peaked at $184K in Q2 2026. 82 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Coston McIsaac & Partners held 3,541 shares of Dimensional Global Sustainability Fixed Income ETF worth $175K as of Q3 2026.
Coston McIsaac & Partners bought 10 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $508.
Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Coston McIsaac & Partners's portfolio in Q3 2026, its #167 holding.
Coston McIsaac & Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Coston McIsaac & Partners's Dimensional Global Sustainability Fixed Income ETF position peaked at $184K in Q2 2026.
82 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Coston McIsaac & Partners's 13F filing for Q3 2026, filed 6 Nov 2026.