Rehmann Capital Advisory Group’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Rehmann Capital Advisory Group’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	$746K	Hold	14,426	–	–	0.04%	306
2025 Q4	$747K	Buy	14,426 +863	+6%	+$45.5K	0.04%	305
2025 Q3	$723K	Buy	13,563 +4,069	+43%	+$214K	0.04%	301
2025 Q2	$498K	Sell	9,494 -11	-0.1%	-$567	0.03%	352
2025 Q1	$490K	Buy	9,505 +96	+1%	+$4.92K	0.03%	361
2024 Q4	$479K	Buy	9,409 +1,011	+12%	+$52.7K	0.03%	359
2024 Q3	$447K	Buy	8,398 +1,899	+29%	+$99.3K	0.03%	368
2024 Q2	$332K	Buy	6,499 +96	+1%	+$4.9K	0.02%	422
2024 Q1	$332K	Buy	6,403 +1,705	+36%	+$87.7K	0.02%	424
2023 Q4	$244K	Buy	4,698 +96	+2%	+$4.82K	0.02%	484
2023 Q3	$229K	Buy	4,602 +152	+3%	+$7.72K	0.02%	466
2023 Q2	$228K	Buy	+4,450	New	+$229K	0.02%	488

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

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 Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 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 $1.06B AUM 12.82% 1-Year Est. Return

Rehmann Capital Advisory Group's DFSB Position: Q1 2026 in Review

Rehmann Capital Advisory Group held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 14,426 shares worth $746K. The position accounts for 0.04% of the portfolio, ranked #306.

Rehmann Capital Advisory Group first reported a position in DFSB in Q2 2023 and has held it in 12 quarters since. The position peaked at $747K in Q4 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

Rehmann Capital Advisory Group held 14,426 shares of Dimensional Global Sustainability Fixed Income ETF worth $746K as of Q1 2026.
Rehmann Capital Advisory Group left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.04% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #306 holding.
Rehmann Capital Advisory Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
Rehmann Capital Advisory Group's Dimensional Global Sustainability Fixed Income ETF position peaked at $747K in Q4 2025.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.