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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
Q2 		$684K Sell
13,119
-2,771
-17% -$144K 0.11% 100
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 $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 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 $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Mason & Associates (California)'s DFSB Position: Q2 2026 in Review

Mason & Associates (California) reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 17% in Q2 2026, selling an estimated $144K and leaving 13,119 shares worth $684K. The position accounts for 0.11% of the portfolio, ranked #100.

Mason & Associates (California) first reported a position in DFSB in Q4 2025 and has held it in 3 quarters since. The position peaked at $822K in Q4 2025. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Mason & Associates (California) held 13,119 shares of Dimensional Global Sustainability Fixed Income ETF worth $684K as of Q2 2026.
  • Mason & Associates (California) sold 2,771 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $144K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.11% of Mason & Associates (California)'s portfolio in Q2 2026, its #100 holding.
  • Mason & Associates (California) first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • Mason & Associates (California)'s Dimensional Global Sustainability Fixed Income ETF position peaked at $822K in Q4 2025.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.