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
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

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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
MWM
Momentous Wealth Management Vancouver, Washington $175M AUM 14.91% 1-Year Est. Return

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

Parkshore Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 22% in Q1 2026, buying an estimated $2.06M and bringing the position to 216,430 shares worth $11.2M. The position accounts for 3.74% of the portfolio, ranked #7.

Parkshore 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.

  • Parkshore Wealth Management held 216,430 shares of Dimensional Global Sustainability Fixed Income ETF worth $11.2M as of Q1 2026.
  • Parkshore Wealth Management bought 39,582 Dimensional Global Sustainability Fixed Income ETF shares in Q1 2026, an estimated $2.06M.
  • Dimensional Global Sustainability Fixed Income ETF made up 3.74% of Parkshore Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Parkshore 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 Parkshore Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.