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 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

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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

MWM

Momentous Wealth Management Vancouver, Washington $195M AUM 17.51% 1-Year Est. Return

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

Parkshore Wealth Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 9% in Q2 2026, buying an estimated $1.01M and bringing the position to 235,814 shares worth $12.3M. The position accounts for 3.53% of the portfolio, ranked #7.

Parkshore 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.

Parkshore Wealth Management held 235,814 shares of Dimensional Global Sustainability Fixed Income ETF worth $12.3M as of Q2 2026.
Parkshore Wealth Management bought 19,384 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $1.01M.
Dimensional Global Sustainability Fixed Income ETF made up 3.53% of Parkshore Wealth Management's portfolio in Q2 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 7 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Parkshore Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.