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

Momentous 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	$9.87M	Buy	189,457 +5,312	+3%	+$276K	5.06%	6
2026 Q1	$9.53M	Buy	184,145 +10,929	+6%	+$569K	5.44%	6
2025 Q4	$8.97M	Buy	173,216 +13,383	+8%	+$706K	5.09%	6
2025 Q3	$8.51M	Buy	159,833 +2,267	+1%	+$119K	5.4%	6
2025 Q2	$8.26M	Buy	157,566 +11,513	+8%	+$594K	5.34%	6
2025 Q1	$7.52M	Buy	146,053 +8,898	+6%	+$456K	5.32%	6
2024 Q4	$6.99M	Buy	+137,155	New	+$7.15M	5.79%	6

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 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

Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Momentous Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 2.9% in Q2 2026, buying an estimated $276K and bringing the position to 189,457 shares worth $9.87M. The position accounts for 5.06% of the portfolio, ranked #6.

Momentous Wealth Management first reported a position in DFSB in Q4 2024 and has held it in 7 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Momentous Wealth Management held 189,457 shares of Dimensional Global Sustainability Fixed Income ETF worth $9.87M as of Q2 2026.
Momentous Wealth Management bought 5,312 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $276K.
Dimensional Global Sustainability Fixed Income ETF made up 5.06% of Momentous Wealth Management's portfolio in Q2 2026, its #6 holding.
Momentous Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Momentous Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.