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

Elevation 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	$46.2K	Buy	887 +10	+1%	+$520	0.01%	323
2026 Q1	$45.4K	Hold	877	–	–	0.02%	258
2025 Q4	$45.5K	Buy	877 +28	+3%	+$1.48K	0.02%	254
2025 Q3	$45.3K	Hold	849	–	–	0.02%	252
2025 Q2	$44.5K	Hold	849	–	–	0.02%	248
2025 Q1	$43.7K	Buy	849 +60	+8%	+$3.07K	0.02%	244
2024 Q4	$40.2K	Buy	789 +19	+2%	+$990	0.02%	250
2024 Q3	$40.9K	Buy	770 +4	+0.5%	+$209	0.02%	237
2024 Q2	$39.1K	Buy	766 +154	+25%	+$7.87K	0.02%	236
2024 Q1	$31.7K	Buy	612 +24	+4%	+$1.24K	0.02%	262
2023 Q4	$29.3K	Hold	588	–	–	0.02%	248
2023 Q3	$29.3K	Buy	+588	New	+$29.9K	0.03%	184

Other funds holding DFSB

QFA

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

SRWM

Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return

AIC

Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AFA

AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

VWM

Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return

WAN

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Elevation Wealth Partners's DFSB Position: Q2 2026 in Review

Elevation Wealth Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.1% in Q2 2026, buying an estimated $520 and bringing the position to 887 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #323.

Elevation Wealth Partners first reported a position in DFSB in Q3 2023 and has held it in 12 quarters since. 30 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Elevation Wealth Partners held 887 shares of Dimensional Global Sustainability Fixed Income ETF worth $46.2K as of Q2 2026.
Elevation Wealth Partners bought 10 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $520.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #323 holding.
Elevation Wealth Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
30 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.