MWM
DFSB icon

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

McCartney 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
Q2 		$831K Buy
15,943
+1,984
+14% +$103K 0.63% 37
2026
Q1 		$722K Hold
13,959
– – 0.61% 37
2025
Q4 		$723K Buy
+13,959
New +$737K 0.62% 37

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

McCartney Wealth Management's DFSB Position: Q2 2026 in Review

McCartney Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 14% in Q2 2026, buying an estimated $103K and bringing the position to 15,943 shares worth $831K. The position accounts for 0.63% of the portfolio, ranked #37.

McCartney Wealth Management first reported a position in DFSB in Q4 2025 and has held it in 3 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • McCartney Wealth Management held 15,943 shares of Dimensional Global Sustainability Fixed Income ETF worth $831K as of Q2 2026.
  • McCartney Wealth Management bought 1,984 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $103K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.63% of McCartney Wealth Management's portfolio in Q2 2026, its #37 holding.
  • McCartney Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on McCartney Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.