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Fortis Capital Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Fortis Capital Management’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 		$393K Buy
+7,586
New +$395K 0.04% 151

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
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
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

Fortis Capital Management's DFSB Position: Q1 2026 in Review

Fortis Capital Management opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2026: 7,586 shares worth $393K. The stake represents 0.04% of the portfolio and ranks #151 among its holdings.

118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Fortis Capital Management held 7,586 shares of Dimensional Global Sustainability Fixed Income ETF worth $393K as of Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF was a new Fortis Capital Management position in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Fortis Capital Management's portfolio in Q1 2026, its #151 holding.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.