MWM
DFSB icon

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
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 $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Momentous Wealth Management's DFSB Position: Q1 2026 in Review

Momentous Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 6.3% in Q1 2026, buying an estimated $569K and bringing the position to 184,145 shares worth $9.53M. The position accounts for 5.44% of the portfolio, ranked #6.

Momentous Wealth Management first reported a position in DFSB in Q4 2024 and has held it in 6 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Momentous Wealth Management held 184,145 shares of Dimensional Global Sustainability Fixed Income ETF worth $9.53M as of Q1 2026.
  • Momentous Wealth Management bought 10,929 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $569K.
  • Dimensional Global Sustainability Fixed Income ETF made up 5.44% of Momentous Wealth Management's portfolio in Q1 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 6 quarters since.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Momentous Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.