DWA
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Delap Wealth Advisory’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Delap Wealth Advisory’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 		$684K Hold
13,214
– – 0.26% 45
2025
Q4 		$684K Buy
13,214
+5,070
+62% +$268K 0.26% 46
2025
Q3 		$434K Buy
8,144
+2
+0% +$105 0.18% 55
2025
Q2 		$427K Sell
8,142
-97
-1% -$5K 0.21% 49
2025
Q1 		$424K Hold
8,239
– – 0.24% 46
2024
Q4 		$420K Buy
+8,239
New +$429K 0.25% 44

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B 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 $8.53B AUM 21.43% 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 $1.06B AUM 12.82% 1-Year Est. Return

Delap Wealth Advisory's DFSB Position: Q1 2026 in Review

Delap Wealth Advisory held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 13,214 shares worth $684K. The position accounts for 0.26% of the portfolio, ranked #45.

Delap Wealth Advisory first reported a position in DFSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $684K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Delap Wealth Advisory held 13,214 shares of Dimensional Global Sustainability Fixed Income ETF worth $684K as of Q1 2026.
  • Delap Wealth Advisory left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.26% of Delap Wealth Advisory's portfolio in Q1 2026, its #45 holding.
  • Delap Wealth Advisory first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Delap Wealth Advisory's Dimensional Global Sustainability Fixed Income ETF position peaked at $684K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.