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 Q3	$44.5K	Buy	899 +12	+1%	+$610	0.01%	427
2026 Q2	$46.2K	Buy	887 +10	+1%	+$520	0.01%	323
2026 Q1	$45.4K	Hold	877	–	–	0.02%	258
2025 Q4	$45.4K	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

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 West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

EFN

Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return

Elevation Wealth Partners's DFSB Position: Q3 2026 in Review

Elevation Wealth Partners increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1.4% in Q3 2026, buying an estimated $610 and bringing the position to 899 shares worth $44.5K. The position accounts for 0.01% of the portfolio, ranked #427.

Elevation Wealth Partners first reported a position in DFSB in Q3 2023 and has held it in 13 quarters since. The position peaked at $46.2K in Q2 2026. 28 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Elevation Wealth Partners held 899 shares of Dimensional Global Sustainability Fixed Income ETF worth $44.5K as of Q3 2026.
Elevation Wealth Partners bought 12 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $610.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #427 holding.
Elevation Wealth Partners first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q3 2023 and has held it in 13 quarters since.
Elevation Wealth Partners's Dimensional Global Sustainability Fixed Income ETF position peaked at $46.2K in Q2 2026.
28 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.