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 Q2	$588K	Buy	11,288 +4,360	+63%	+$227K	0.12%	69
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

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

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

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

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

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

Summit Wealth Group increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 63% in Q2 2026, buying an estimated $227K and bringing the position to 11,288 shares worth $588K. The position accounts for 0.12% of the portfolio, ranked #69.

Summit Wealth Group first reported a position in DFSB in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

Summit Wealth Group held 11,288 shares of Dimensional Global Sustainability Fixed Income ETF worth $588K as of Q2 2026.
Summit Wealth Group bought 4,360 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $227K.
Dimensional Global Sustainability Fixed Income ETF made up 0.12% of Summit Wealth Group's portfolio in Q2 2026, its #69 holding.
Summit Wealth Group first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.