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 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 $3.19B 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

RW Investment Management's DFSB Position: Q1 2026 in Review

RW Investment Management opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q1 2026: 22,208 shares worth $1.15M. The stake represents 0.11% of the portfolio and ranks #40 among its holdings. This is a return to the name: RW Investment Management previously reported a position in DFSB as recently as Q3 2025.

RW Investment Management first reported a position in DFSB in Q4 2023 and has held it in 9 quarters since. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

RW Investment Management held 22,208 shares of Dimensional Global Sustainability Fixed Income ETF worth $1.15M as of Q1 2026.
Dimensional Global Sustainability Fixed Income ETF was a new RW Investment Management position in Q1 2026.
Dimensional Global Sustainability Fixed Income ETF made up 0.11% of RW Investment Management's portfolio in Q1 2026, its #40 holding.
RW Investment Management first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on RW Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.