GWM
DFSB icon

Grand Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Grand Wealth 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 		$361K Buy
6,984
+153
+2% +$7.97K 0.17% 28
2025
Q4 		$354K Buy
6,831
+336
+5% +$17.7K 0.16% 28
2025
Q3 		$346K Buy
6,495
+1,950
+43% +$103K 0.17% 29
2025
Q2 		$238K Buy
4,545
+108
+2% +$5.57K 0.12% 39
2025
Q1 		$229K Hold
4,437
– – 0.13% 33
2024
Q4 		$226K Buy
4,437
+479
+12% +$25K 0.13% 34
2024
Q3 		$210K Buy
3,958
+16
+0.4% +$837 0.12% 37
2024
Q2 		$201K Sell
3,942
-508
-11% -$26K 0.12% 36
2024
Q1 		$230K Buy
4,450
+567
+15% +$29.2K 0.11% 41
2023
Q4 		$202K Buy
3,883
+998
+35% +$50.1K 0.11% 44
2023
Q3 		$144K Buy
2,885
+10
+0.3% +$508 0.09% 43
2023
Q2 		$147K Buy
2,875
+676
+31% +$34.8K 0.09% 43
2023
Q1 		$114K Buy
+2,199
New +$113K 0.07% 42

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

Grand Wealth Management's DFSB Position: Q1 2026 in Review

Grand Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.2% in Q1 2026, buying an estimated $7.97K and bringing the position to 6,984 shares worth $361K. The position accounts for 0.17% of the portfolio, ranked #28.

Grand Wealth Management first reported a position in DFSB in Q1 2023 and has held it in 13 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Grand Wealth Management held 6,984 shares of Dimensional Global Sustainability Fixed Income ETF worth $361K as of Q1 2026.
  • Grand Wealth Management bought 153 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $7.97K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.17% of Grand Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Grand Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.