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

Summit Wealth 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 		$358K Hold
6,928
– – 0.08% 87
2025
Q4 		$359K Sell
6,928
-1,078
-13% -$56.9K 0.08% 84
2025
Q3 		$426K Sell
8,006
-54
-0.7% -$2.84K 0.1% 75
2025
Q2 		$423K Buy
8,060
+3,280
+69% +$169K 0.11% 71
2025
Q1 		$246K Buy
+4,780
New +$245K 0.07% 90

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Mercer Global Advisors
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
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 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 $987M AUM 12.22% 1-Year Est. Return

Summit Wealth Group's DFSB Position: Q1 2026 in Review

Summit Wealth Group held its Dimensional Global Sustainability Fixed Income ETF (DFSB) position steady in Q1 2026 at 6,928 shares worth $358K. The position accounts for 0.08% of the portfolio, ranked #87.

Summit Wealth Group first reported a position in DFSB in Q1 2025 and has held it in 5 quarters since. The position peaked at $426K in Q3 2025. 118 funds tracked by Wall St. Rank hold DFSB as of Q1 2026.

  • Summit Wealth Group held 6,928 shares of Dimensional Global Sustainability Fixed Income ETF worth $358K as of Q1 2026.
  • Summit Wealth Group left its Dimensional Global Sustainability Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.08% of Summit Wealth Group's portfolio in Q1 2026, its #87 holding.
  • Summit Wealth Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Summit Wealth Group's Dimensional Global Sustainability Fixed Income ETF position peaked at $426K in Q3 2025.
  • 118 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.