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Summit Wealth Group (Colorado)’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.56M Sell
49,039
-459
-0.9% -$23.9K 0.21% 61
2026
Q1 		$2.56M Buy
49,498
+1,065
+2% +$55.5K 0.27% 50
2025
Q4 		$2.51M Buy
+48,433
New +$2.56M 0.33% 46
2025
Q3 		– Sell
-36,406
Closed -$1.91M – 519
2025
Q2 		$1.91M Buy
+36,406
New +$1.88M 0.48% 49

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

Summit Wealth Group (Colorado)'s DFSB Position: Q2 2026 in Review

Summit Wealth Group (Colorado) reduced its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 0.93% in Q2 2026, selling an estimated $23.9K and leaving 49,039 shares worth $2.56M. The position accounts for 0.21% of the portfolio, ranked #61.

Summit Wealth Group (Colorado) first reported a position in DFSB in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.56M in Q1 2026. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Summit Wealth Group (Colorado) held 49,039 shares of Dimensional Global Sustainability Fixed Income ETF worth $2.56M as of Q2 2026.
  • Summit Wealth Group (Colorado) sold 459 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $23.9K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.21% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #61 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Dimensional Global Sustainability Fixed Income ETF position peaked at $2.56M in Q1 2026.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.