Equita Financial Network
DFSB icon

Equita Financial Network’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Equita Financial Network’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 		$1.81M Buy
36,503
+27,645
+312% +$1.4M 0.51% 35
2026
Q2 		$462K Buy
+8,858
New +$461K 0.13% 64

Other funds holding DFSB

Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Parkshore Wealth Management
Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return
Momentous Wealth Management
Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return
Shira Ridge Wealth Management
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
Citrine Capital
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
CWD
Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return
Allodium Investment Consultants
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
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Equita Financial Network's DFSB Position: Q3 2026 in Review

Equita Financial Network increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 312% in Q3 2026, buying an estimated $1.4M and bringing the position to 36,503 shares worth $1.81M. The position accounts for 0.51% of the portfolio, ranked #35.

Equita Financial Network first reported a position in DFSB in Q2 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Equita Financial Network held 36,503 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.81M as of Q3 2026.
  • Equita Financial Network bought 27,645 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $1.4M.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.51% of Equita Financial Network's portfolio in Q3 2026, its #35 holding.
  • Equita Financial Network first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Equita Financial Network's 13F filing for Q3 2026, filed 19 Oct 2026.