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 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

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 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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Coston McIsaac & Partners's DFSB Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.28% in Q2 2026, buying an estimated $520 and bringing the position to 3,531 shares worth $184K. 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 7 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Coston McIsaac & Partners held 3,531 shares of Dimensional Global Sustainability Fixed Income ETF worth $184K as of Q2 2026.
Coston McIsaac & Partners bought 10 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $520.
Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Coston McIsaac & Partners's portfolio in Q2 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 7 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.