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

Elevate 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	$46.9K	Hold	907	–	–	0.03%	101
2025 Q4	$47K	Hold	907	–	–	0.03%	95
2025 Q3	$48.3K	Hold	907	–	–	0.04%	95
2025 Q2	$47.6K	Hold	907	–	–	0.03%	102
2025 Q1	$46.7K	Hold	907	–	–	0.03%	101
2024 Q4	$46.2K	Hold	907	–	–	0.03%	93
2024 Q3	$48.2K	Sell	907 -407	-31%	-$21.3K	0.04%	95
2024 Q2	$67.1K	Buy	+1,314	New	+$67.1K	0.05%	79
2024 Q1	–	Sell	-351	Closed	-$18.2K	–	107
2023 Q4	$18.2K	Buy	+351	New	+$17.6K	0.02%	97

Other funds holding DFSB

AWP

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

MPW

MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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 $987M AUM 12.22% 1-Year Est. Return

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

Elevate Wealth Advisory held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 907 shares worth $46.9K. The position accounts for 0.03% of the portfolio, ranked #101.

Elevate Wealth Advisory first reported a position in DFSB in Q4 2023 and has held it in 9 quarters since. The position peaked at $67.1K in Q2 2024. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Elevate Wealth Advisory held 907 shares of Dimensional Global Sustainability Fixed Income ETF worth $46.9K as of Q1 2026.
Elevate Wealth Advisory left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.03% of Elevate Wealth Advisory's portfolio in Q1 2026, its #101 holding.
Elevate Wealth Advisory first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
Elevate Wealth Advisory's Dimensional Global Sustainability Fixed Income ETF position peaked at $67.1K in Q2 2024.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.