MWM
DFSB icon

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
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

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $287M AUM 23.34% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $235M AUM 18.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
AFA
AA Financial Advisors Columbus, Ohio $832M AUM 20.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
VWM
Vermillion Wealth Management Rosemount, Minnesota $427M AUM 12.63% 1-Year Est. Return
WAN
Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

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

Mission Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 1% in Q2 2026, buying an estimated $4.32K and bringing the position to 8,399 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #730.

Mission Wealth Management first reported a position in DFSB in Q4 2025 and has held it in 3 quarters since. 30 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Mission Wealth Management held 8,399 shares of Dimensional Global Sustainability Fixed Income ETF worth $438K as of Q2 2026.
  • Mission Wealth Management bought 83 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $4.32K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #730 holding.
  • Mission Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 30 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.