RW Investment Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

RW Investment 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	$1.16M	Buy	22,272 +64	+0.3%	+$3.33K	0.1%	43
2026 Q1	$1.15M	Buy	+22,208	New	+$1.16M	0.11%	40
2025 Q3	$780K	Buy	14,647 +443	+3%	+$23.3K	0.08%	51
2025 Q2	$745K	Hold	14,204	–	–	0.08%	50
2025 Q1	$732K	Sell	14,204 -4,541	-24%	-$233K	0.09%	44
2024 Q4	$955K	Buy	18,745 +111	+0.6%	+$5.79K	0.12%	39
2024 Q3	$991K	Sell	18,634 -326	-2%	-$17K	0.12%	39
2024 Q2	$969K	Sell	18,960 -1,096	-5%	-$56K	0.13%	37
2024 Q1	$1.04M	Buy	20,056 +5,814	+41%	+$299K	0.14%	33
2023 Q4	$739K	Buy	+14,242	New	+$715K	0.11%	37

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

PWM

Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return

PCI

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

RW Investment Management's DFSB Position: Q2 2026 in Review

RW Investment Management increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.29% in Q2 2026, buying an estimated $3.33K and bringing the position to 22,272 shares worth $1.16M. The position accounts for 0.1% of the portfolio, ranked #43.

RW Investment Management first reported a position in DFSB in Q4 2023 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

RW Investment Management held 22,272 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.16M as of Q2 2026.
RW Investment Management bought 64 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $3.33K.
Dimensional Global Sustainability Fixed Income ETF made up 0.1% of RW Investment Management's portfolio in Q2 2026, its #43 holding.
RW Investment Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on RW Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.