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Mason & Associates (California)’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Mason & Associates (California)’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 		$818K Buy
15,890
+16
+0.1% +$833 0.16% 75
2025
Q4 		$822K Buy
+15,874
New +$838K 0.15% 72

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

Mason & Associates (California)'s DFSB Position: Q1 2026 in Review

Mason & Associates (California) increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.1% in Q1 2026, buying an estimated $833 and bringing the position to 15,890 shares worth $818K. The position accounts for 0.16% of the portfolio, ranked #75.

Mason & Associates (California) first reported a position in DFSB in Q4 2025 and has held it in 2 quarters since. The position peaked at $822K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Mason & Associates (California) held 15,890 shares of Dimensional Global Sustainability Fixed Income ETF worth $818K as of Q1 2026.
  • Mason & Associates (California) bought 16 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $833.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.16% of Mason & Associates (California)'s portfolio in Q1 2026, its #75 holding.
  • Mason & Associates (California) first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 2 quarters since.
  • Mason & Associates (California)'s Dimensional Global Sustainability Fixed Income ETF position peaked at $822K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.