LIWM
DFSB icon

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

Long Island 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 		$226K Hold
4,374
– – 0.11% 83
2025
Q4 		$227K Buy
+4,374
New +$231K 0.11% 80

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AWP
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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 $8.53B AUM 21.43% 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 $1.06B AUM 12.82% 1-Year Est. Return

Long Island Wealth Management's DFSB Position: Q1 2026 in Review

Long Island Wealth Management held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 4,374 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #83.

Long Island Wealth Management first reported a position in DFSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $227K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Long Island Wealth Management held 4,374 shares of Dimensional Global Sustainability Fixed Income ETF worth $226K as of Q1 2026.
  • Long Island Wealth Management left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.11% of Long Island Wealth Management's portfolio in Q1 2026, its #83 holding.
  • Long Island Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Long Island Wealth Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $227K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.