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 Q2	$100M	Buy	1,922,639 +65,938	+4%	+$3.43M	2.81%	12
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

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

MWM

Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return

MASECO Private Wealth's DFSB Position: Q2 2026 in Review

MASECO Private Wealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 3.6% in Q2 2026, buying an estimated $3.43M and bringing the position to 1,922,639 shares worth $100M. The position accounts for 2.81% of the portfolio, ranked #12.

MASECO Private Wealth first reported a position in DFSB in Q2 2025 and has held it in 5 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

MASECO Private Wealth held 1,922,639 shares of Dimensional Global Sustainability Fixed Income ETF worth $100M as of Q2 2026.
MASECO Private Wealth bought 65,938 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $3.43M.
Dimensional Global Sustainability Fixed Income ETF made up 2.81% of MASECO Private Wealth's portfolio in Q2 2026, its #12 holding.
MASECO Private Wealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 5 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on MASECO Private Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.