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
2025 Q3	$426K	Sell
2025 Q2	$423K	Buy
2025 Q1	$246K	Buy