E-Wealth Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

E-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	$286K	Buy	+5,494	New	+$286K	0.21%	53

Other funds holding DFSB

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

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

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

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

E-Wealth Partners's DFSB Position: Q2 2026 in Review

E-Wealth Partners opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2026: 5,494 shares worth $286K. The stake represents 0.21% of the portfolio and ranks #53 among its holdings.

122 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

E-Wealth Partners held 5,494 shares of Dimensional Global Sustainability Fixed Income ETF worth $286K as of Q2 2026.
Dimensional Global Sustainability Fixed Income ETF was a new E-Wealth Partners position in Q2 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.21% of E-Wealth Partners's portfolio in Q2 2026, its #53 holding.
122 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.