DiNuzzo Private Wealth
DFSB icon

DiNuzzo Private Wealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

DiNuzzo Private Wealth’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 		$667K Buy
13,453
+325
+2% +$16.5K 0.07% 49
2026
Q2 		$684K Buy
13,128
+2,500
+24% +$130K 0.07% 50
2026
Q1 		$550K Buy
10,628
+147
+1% +$7.66K 0.06% 49
2025
Q4 		$543K Buy
10,481
+259
+3% +$13.7K 0.06% 51
2025
Q3 		$538K Sell
10,222
-1,165
-10% -$61.4K 0.06% 51
2025
Q2 		$597K Sell
11,387
-885
-7% -$45.6K 0.07% 52
2025
Q1 		$632K Buy
12,272
+145
+1% +$7.43K 0.08% 47
2024
Q4 		$618K Sell
12,127
-168
-1% -$8.76K 0.08% 46
2024
Q3 		$654K Buy
12,295
+75
+0.6% +$3.92K 0.08% 44
2024
Q2 		$624K Sell
12,220
-2,456
-17% -$125K 0.08% 36
2024
Q1 		$760K Buy
14,676
+278
+2% +$14.3K 0.1% 33
2023
Q4 		$747K Buy
+14,398
New +$723K 0.11% 34

Other funds holding DFSB

PWM
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

DiNuzzo Private Wealth's DFSB Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.5% in Q3 2026, buying an estimated $16.5K and bringing the position to 13,453 shares worth $667K. The position accounts for 0.07% of the portfolio, ranked #49.

DiNuzzo Private Wealth first reported a position in DFSB in Q4 2023 and has held it in 12 quarters since. The position peaked at $760K in Q1 2024. 25 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • DiNuzzo Private Wealth held 13,453 shares of Dimensional Global Sustainability Fixed Income ETF worth $667K as of Q3 2026.
  • DiNuzzo Private Wealth bought 325 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $16.5K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.07% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #49 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Dimensional Global Sustainability Fixed Income ETF position peaked at $760K in Q1 2024.
  • 25 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.