PWM
DFSB icon

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

Parkworth 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
2025
Q2 		$131K Hold
2,506
– – 0.09% 71
2025
Q1 		$129K Buy
2,506
+5
+0.2% +$256 0.1% 68
2024
Q4 		$127K Buy
+2,501
New +$130K 0.11% 64

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
BOC
Blue Oak Capital Menlo Park, California $190M AUM
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
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $299M AUM 17.95% 1-Year Est. Return

Parkworth Wealth Management's DFSB Position: Q2 2025 in Review

Parkworth Wealth Management held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q2 2025 at 2,506 shares worth $131K. The position accounts for 0.09% of the portfolio, ranked #71.

Parkworth Wealth Management first reported a position in DFSB in Q4 2024 and has held it in 3 quarters since. 93 funds tracked by Wall St. Rank hold DFSB as of Q2 2025.

  • Parkworth Wealth Management held 2,506 shares of Dimensional Global Sustainability Fixed Income ETF worth $131K as of Q2 2025.
  • Parkworth Wealth Management left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q2 2025.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.09% of Parkworth Wealth Management's portfolio in Q2 2025, its #71 holding.
  • Parkworth Wealth Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 93 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.