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

Mission 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 Q3	$427K	Buy	8,614 +215	+3%	+$10.9K	0.01%	566
2026 Q2	$438K	Buy	8,399 +83	+1%	+$4.32K	0.01%	730
2026 Q1	$430K	Buy	8,316 +268	+3%	+$14K	0.01%	530
2025 Q4	$417K	Buy	+8,048	New	+$425K	0.01%	536

Other funds holding DFSB

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

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

Momentous Wealth Management Vancouver, Washington $206M AUM 10.77% 1-Year Est. Return

Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return

CWD

Clarity Wealth Development Corvallis, Oregon $177M AUM 10.65% 1-Year Est. Return

Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Mission Wealth Management's DFSB Position: Q3 2026 in Review

Mission Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.6% in Q3 2026, buying an estimated $10.9K and bringing the position to 8,614 shares worth $427K. The position accounts for 0.01% of the portfolio, ranked #566.

Mission Wealth Management first reported a position in DFSB in Q4 2025 and has held it in 4 quarters since. The position peaked at $438K in Q2 2026. 39 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

Mission Wealth Management held 8,614 shares of Dimensional Global Sustainability Fixed Income ETF worth $427K as of Q3 2026.
Mission Wealth Management bought 215 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $10.9K.
Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Mission Wealth Management's portfolio in Q3 2026, its #566 holding.
Mission Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
Mission Wealth Management's Dimensional Global Sustainability Fixed Income ETF position peaked at $438K in Q2 2026.
39 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

Based on Mission Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.