PWM
DFSB icon

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

Parkshore 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 		$12.9M Buy
259,338
+23,524
+10% +$1.2M 3.26% 8
2026
Q2 		$12.3M Buy
235,814
+19,384
+9% +$1.01M 3.53% 7
2026
Q1 		$11.2M Buy
216,430
+39,582
+22% +$2.06M 3.74% 7
2025
Q4 		$9.16M Buy
176,848
+17,096
+11% +$902K 3.44% 9
2025
Q3 		$8.51M Buy
159,752
+31,290
+24% +$1.65M 3.47% 10
2025
Q2 		$6.74M Buy
128,462
+38,875
+43% +$2M 3.29% 10
2025
Q1 		$4.61M Buy
89,587
+30,635
+52% +$1.57M 2.68% 12
2024
Q4 		$3M Buy
+58,952
New +$3.07M 1.81% 16

Other funds holding DFSB

SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $297M AUM 8.77% 1-Year Est. Return
AIC
Allodium Investment Consultants Minneapolis, Minnesota $244M AUM 9.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AA Financial Advisors
AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return
EFN
Equita Financial Network Fort Washington, Pennsylvania $353M AUM 11.04% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Tanager Wealth Management
Tanager Wealth Management Goring On Thames, United Kingdom $1.2B AUM 12% 1-Year Est. Return
B
BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

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

Parkshore Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 10% in Q3 2026, buying an estimated $1.2M and bringing the position to 259,338 shares worth $12.9M. The position accounts for 3.26% of the portfolio, ranked #8.

Parkshore Wealth Management first reported a position in DFSB in Q4 2024 and has held it in 8 quarters since. 27 funds tracked by Wall St. Rank hold DFSB as of Q3 2026.

  • Parkshore Wealth Management held 259,338 shares of Dimensional Global Sustainability Fixed Income ETF worth $12.9M as of Q3 2026.
  • Parkshore Wealth Management bought 23,524 Dimensional Global Sustainability Fixed Income ETF shares in Q3 2026, an estimated $1.2M.
  • Dimensional Global Sustainability Fixed Income ETF made up 3.26% of Parkshore Wealth Management's portfolio in Q3 2026, its #8 holding.
  • Parkshore Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
  • 27 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q3 2026.

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