SRWM
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Shira Ridge Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Shira Ridge 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 		$6.61M Buy
+126,923
New +$6.6M 2.31% 14

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
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
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
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

Shira Ridge Wealth Management's DFSB Position: Q2 2026 in Review

Shira Ridge Wealth Management opened a new position in Dimensional Global Sustainability Fixed Income ETF (DFSB) in Q2 2026: 126,923 shares worth $6.61M. The stake represents 2.31% of the portfolio and ranks #14 among its holdings.

123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Shira Ridge Wealth Management held 126,923 shares of Dimensional Global Sustainability Fixed Income ETF worth $6.61M as of Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF was a new Shira Ridge Wealth Management position in Q2 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 2.31% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #14 holding.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.