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MASECO Private Wealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

MASECO Private Wealth’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 		$96M Buy
1,856,701
+141,357
+8% +$7.36M 3.01% 8
2025
Q4 		$88.8M Buy
1,715,344
+116,415
+7% +$6.14M 3.87% 6
2025
Q3 		$85.2M Buy
1,598,929
+143,387
+10% +$7.55M 4.13% 6
2025
Q2 		$76.3M Buy
+1,455,542
New +$75.1M 2.9% 8

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 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
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return

MASECO Private Wealth's DFSB Position: Q1 2026 in Review

MASECO Private Wealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 8.2% in Q1 2026, buying an estimated $7.36M and bringing the position to 1,856,701 shares worth $96M. The position accounts for 3.01% of the portfolio, ranked #8.

MASECO Private Wealth first reported a position in DFSB in Q2 2025 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • MASECO Private Wealth held 1,856,701 shares of Dimensional Global Sustainability Fixed Income ETF worth $96M as of Q1 2026.
  • MASECO Private Wealth bought 141,357 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $7.36M.
  • Dimensional Global Sustainability Fixed Income ETF made up 3.01% of MASECO Private Wealth's portfolio in Q1 2026, its #8 holding.
  • MASECO Private Wealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.